Too bad I didn't have the balls to buy at that point. I got in after the rally had started for at least a few weeks. Interesting in hind site. And the funny thing is, I learned this from reading Jim Cramer's Confessions of a Street Addict.
What about Global Commodity ETFS/Underlying Products. If you are long the global commodities you won't have to worry about what the individual currencies are doing.
If we are assuming future recovery coupled with inflation, are you better off in mining stocks themselves such as BHP or in a commodity index such as the Dow Jones AIG Commodity Index?