TIDE WILL TURNFATMAN. You have been lucky to be riding a WAVE2 correction SO FAR. The tide will turn and you will be left in the dust. Inflation fears don't get rid of inflation or growth in China. With China as the engine of growth, followed by India, it will be difficulty to get inflation in world wages, which is really the worry. Commodity inflation is hear to stay and will be obsorbed in time. BIG WAVE 3 is coming. IMHO