I agreed with John Tierney's bet when I read about it at the time but for different reasons. I believed that cheap money was bidding up the prices of oil and ot

I agreed with John Tierney's bet when I read about it at the time but for different reasons. I believed that cheap money was bidding up the prices of oil and other commodities. I believe this is true again now that China and India have huge levels of credit expansion. Eventually these bubbles will burst and we'll see a correction again. Assuming that the Federal Reserve doesn't do its' part to keep it going.