| Joe Kennedy once famously said that he knew it was time to exit the stock market when his shoeshine boy offered him a stock tip. That principle, that when financial news and opinions become mainstream, the move is over, can also be applied in reverse. The collapse in commodity prices and in the stock of companies in the associated industries is nothing new.
It started when oil began its dramatic fall over a year ago and has continued ever since, fueled by fears about slowing global growth and a relatively high dollar. In the last couple of weeks, however, it seems to have passed into the mainstream. It seems that every news bulletin and publication has a story about the death of commodities right now, which, to a contrarian with an understanding of history, suggest that now is a good time to be buying...............................................Full Article: Source
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