Don Coxe's Interesting PieceLoved his analysis. In particular I found the following two quotes informative:
"But I’m talking about stocks that are up 100% because they are real companies that are now experiencing a once-in-a-generation, or longer, change in their fundamentals. And they are basic to the global economy and you can buy - or you could as of a few weeks ago - buy all of them for the value of Cisco."
After asserting that commodity prices for base metals, at least, is driven by non-U.S.A demand, and after discussing the global recovery he states:
".... in China we’ve got this spectacular growth rate and it’s heavily commodity-oriented. India is coming up now. And of course, what we’re getting is the middle class in India are picking up all those jobs off the Internet from North Americans, so they’re going to be consuming. That means we’re going to have big, big pressure put on available supplies of commodities."