Welcome to the future
As stock markets begin to lose their capacity to generate income, the investors will flock whole heartily to the last remaining garaunteed sourece of revenue, commodites.
I believe that in the very near future elements such as Sugar, Food Grains, Coffee, Rice etc will become the true gold. In order to increase their values a thousand excuses will suddenly become valid and all in order to make the resources "scarce".........
The "climate" boys will tell us about increasing droughts hence the lack of Grain.
The "climate" boys will tell us about increasing rough seas, lost cargos, hence the lack of Rice.
The "warmongers" will tell us about political problems in south Amercia and hence a lack of sugar..
ad infinitum.....