So when will the rotations shift back to commodities??
Agree with you whole heartedly! Just read reports on Fidelity by Ford Equity Research and it calls BTU most favorable at $53.30. Also, S&P just put out a report upgrading BTU to 4 STAR BUY at $53.30. China is turning everything back on line and are expecting a new coal plant to come on line every week of 09. I have doubled up today on my position and glad I did.