It looks like that hedge funds and other speculators are pumping a lot of money into the commodity sector, maybe as a response to the global economic upswing. What a luck that the US Federal Reserve started the tapering. The gradual downsizing of the massive monetary stimulus program QE3 didn´t start to early as the refreshed commodity speculation shows. The taper could counter an inflation spiral caused by massive speculative purchases of commodities. Fingers crossed.