Commodity Supercycle

There may be a commodity cycle. I don't know where it's going to come. And i've got this little bucket that i want to put commodity exposure in bhat. What i don't want is 25 % volatility in a product that is known to pull back 50%. That's where we fit in. We can give you most of that upside. If it's trending up. We'regoing tobe along those markets. When i start coming offwe're going to peel off that risk. and wereging to cut that risk, as i described earlier, it's a better ride for the investor.

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