Len - Popping the commodity bubble isn't going to be easy, cheap, or any time soon. You can't pop it with near zero inventory of the commodities. Grain prices at record highs are due to the lowest inventory in 30 years. 6.5 billion mouths to feed won't go away without a major die off. The investment has not been made in mines and the oil industry to flood the market with inventory.
The internet bubble was simple to pop. It was caused by a huge percentage of fiction and imagination...."new economy"...what a joke! The housing bubble was caused by, greedy bankers, real estate agents, and appraisers along with a willing FED and a bunch of kool-aid drinking home buyers. "Your house will never go down in price, it's never happened, ever!" Pop!
The commodity bubble will be propelled by the blizzard of paper fiat cash pouring into the system. Couple that with the 3rd world moving to the second, breeding all the way, and you can't pop it overnight.
My 2 cents.
Kipp