Monthly Archives: May 2011

Prices in commodity markets now seem divorced from the forces of supply and demand; set instead by extreme speculation and financing activities. As awareness of this market failure mounts, the whole sector is setting itself up for a massive fall. For once global regulators react - as they must do eventually – retail 'investors' who have helped to fund the over-investment though products like index trackers are going to discover just how risky being a speculator can be.