When I'm not trading like mad

and I'm thinking about value....

You have to ask.... Is there Growth in this investment?

Are materials getting more expensive?

at one point, I'll agree.... but.. you have to start thinking that they will have a limited shelf life. Wheat just can't be $20, and Oil $200... Not without massive wage Spirals... and that will take years to develop... and the fed will have to have their head firmly up their ass, which the have yet to show anything but having their head between a rock and a hard place... Like all of us.