This probably the last wave before the huge move to the upside happens. I still maintain a bias of commodity currency boom and commodities long term view. With a basic understanding, Say's law. The one thing giving true value to commodities and commodity currencies is really green energy policies. Suddenly we have a shortage of everything everywhere. The transition from something that works to something that might work without a financial economy of its own is why we have shortages or everything right now.
I believe we have one cycle before all these policies are reversed as we have seen in some cases lately, but we ain't there yet.