| Commodities have had one of the harshest protracted bear markets in recent memory, in this case 5 years. Energies, metals and soft commodities are all down despite a booming US equities market. However, with no rate hike on the horizon now, there is a long term bottom potential in commodities, especially considering equities markets' sorry reaction Friday to the surprise Federal Reserve move to keep rates near zero.
If stocks are no longer reacting positively to loose money, commodities may be next in line to react instead. Sentiment is always lowest at the bottom, and right now sentiment in commodities is extremely low. Monetary policy is as loose as possible, and when commodities do start rising, nominal rate hikes may not be enough to stop the trend...............................................Full Article: Source
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