The end of the commodity run?

The Wall Street herd is rapidly changing direction, but that doesn't necessarily mean that you should buy all the most beaten-up stocks and expect them to skyrocket. Short each of the following $2,000 at the open: Cogent Communications Group . "The trouble with most people is that they think with their hopes or fears or wishes rather than with their minds." -- Will Durant Ever since the buy-natural-resources-sell-financials strategy went mainstream last year -- driven by excess liquidity created by the trigger-happy Federal Reserve -- the prices of most commodities and natural-resource-producing companies seemed to leave the realm of fundamentals and enter an era of two new ideas: "The world could absorb all the steel, iron ore, corn, wheat, oil and gasoline produced in the world, virtually at any cost" -- or so said the news... [read full story]