Link to a Vcall presentation given by Dr. Marc Faber, "Investing in a world of rapidly changing geopolitical and economic trends".
Update: Original Vcall audio link has expired, but has now been replaced with an archived audio presentation link.
See also, the accompanying presentation slides in either HTML or Powerpoint format.
If you doubt that commodities are in a secular bull market, then listen to Faber's comments. Corrections and shakeouts will occur along the way, but the long term trend is up, according to Faber. And despite the ongoing correction in crude oil, you can forget about seeing $11 oil again.
You may not agree with his analysis, but if this is a topic that interests, you would do well to listen.