It feels like we have been writing and talking about the exact same news for a very long time. It is not that this "old news" isn't important. On the contrary, it is extremely important. The problem is we have beaten this news to an absolute pulp because there just is not anything else to write about just yet. Funds have liquidated long commodity positions because the news has gotten stale. It is still bullish news from a fundamental viewpoint, but the serious money ran out of patience and looked for a new "gig" to trade. One of these new gigs was the U.S. equities market that continues to set new all-time highs, despite there being no visible solution to the economic stalemate in the United States. It is rallying in spite of the circus u...