I'm not an economist, but a few people have put forth arguments that would indicate that this might last, but I still don't think that this gold rush is sustainable.

It is like the housing market bubble - there was no ceiling, and there was no way it was sustainable. You couldn't have 10% yearly increases in housing prices when wages were hovering at 2% annual increases. Something had to break, and so it did. Technology stocks did the same thing at the turn of the millenium, just not as dramatically.

The surging commodity prices will only drive up production costs, which is very inflationary and a dangerous situation where unemployment rates in the US are still extremely high.

All IMO.

Cylinder