cl, Many Many Thanks for the great info. I wasn't aware of this commodity-rebalancing. Surprised to see a lot of Canadian and Amex natural resource stocks were hitting highs from their Nov'2008 bottoms. I think you are right. This could be a dead cat bounce for commodities and commodity stocks in general except for gold of course , as I feel the bottom in stocks has not been made yet.
After a bad 2008, hoping to recover a small percentage of my losses in this re-balancing phase. You mentioned this would happen for only a week starting this Thursday/Friday. If so, wouldn't the run in commodities get over after rebalancing by the institutions complete in a week around Jan 16th? Do you think the momentum from retail investors could take the run until end of month?
Regards,
crk