Until inflation picks up we so no real reason to add commodities except when they are totally beat to the bone and have aton of cash to ride out the deflation.
We have been buying selected commodity names but just for a flip and mainly due to oversold.
Basicly what is neamed is either more easy money (smile) or inflation for commodities to shine.
As previously stated we are short with BOM and DUST for now.
Once short covers watch out as many names will fly very fast.