re: Commodities Sell-Off Today - Thoughts?

It really started last week. Liquidation Money has been going into T Bills.Pressure has been mounting from the rest of the world about the dollar and inflation. There is an article in the UK Telegraph today that shows the correlation graph between Food and the Fed buying Treasuries; same with Commodities. The article attempts to connect the dots between the FEDS actions and the start of the "Arab Spring".

This was coming to a head and you can bet your next pay check that the big money people were already out. See CNBC.com article about Carlos Slim and silver options.

Margin at highs and margin increases set it in motion.

Today, Trichet threw a shot across the bow to Geithner and Bernanke. It was a verbal "you go first on interest rates". Is it a trend or a pause?