Brian,
I'm in the same boat. I know you are a listener of Don Coxe. Over the past few weeks, his message is essentially this: this is the buying opportunity of a lifetime, especially comodities. When it comes back, it will snap back and unlike the previous commodity bull market that we just came out of, the price of the company associated with the commodity will follow the price more closely. He still believes in oil and agriculture, but more specifically for oil, the companies with reserves.
So, it's one man's opinion about the future but you have to pick and choose who and what you want to believe. He's not a bad guy to listen to.
DK