I have an eccentric view on commodities not necessarily shared by my colleagues - or by almost anybody. And that is, we're running out of everything.
You can't run the economy on BMWs alone. If the average person is in a pickle, how do you have a healthy economy?
We live on a finite planet. We have finite resources, and we're running out of good, arable land.
Market timing, by the way, is a tag some buy-and-hold investors use to put down anything that involves using your brain. These are the same people who like to watch the locomotive coming and get run down in the name of discipline.