Interesting and erudite commentary from this subscriber (an inspiration). My subjective view - commodity stocks much oversold, although too early to see much in the way of base building, and 200 day MAs still falling. However, seems to me a buying opportunity for some of the quality stocks in this sector, which is indeed what I have done on a small scale.

David Fuller's view

I agree and thank you for your own insights.  The value of an interactive service is that we learn from each other. 

I think you are right about commodity shares, including your emphasis on “quality stocks in this sector”.  They are notoriously volatile, as you know and also late movers in an overall bullish cycle.  The Darwinian market cycle is challenging, so good management is required, and not all survive.