Once the central banks' reflationary efforts start to kick in. we could see a significant rise in commodity prices along with inflation. But this may be 6 months to a year away from happening. All eyes will be on the BRIC countries to see how much they slow down.

In the meantime, this is proving to be an excellent point to jump in to solid commodity producers. We may look back 10 years from now and wish we had invested even more.