A very nice post, Sinbob. However, I remember the last time I felt I was at a positive "confluence," and that was about a year ago, heading right into and through June, where it seemed that when the market rose, commodities rose, when the market was a little negative, commodities rose, and it was only when the market tanked that commodities got hit a bit.

That good feeling lasted till early July, and from their till November, it was one ugly ride.

I've heard too many times over the last several years that this is the time, this is the year, this time it would be a mistake to "sell in May," etc. Perhaps this is the time...