lincoln ellis is managing partner of commodity fund poplar jackson. he joins us from chicago. > . lincoln, if it's sector, asset class of commodities, or something with the individual commodities. >> well, it's a little bit of both, tom. you know this is the third year that we are in this downdraft in the commodity complex. and it continues to signal a number of different things. and you're right to point out that it's sector specific. obviously last summer, for instance, we had a huge rally in the grain markets off the back of that drought. and this year when you see energy coming off and the soft markets skochling off, you really are reacting to the fundamental supply/demand dynamics in those markets. >> but let's talk about financial demand. in other words, the easy policy that the federal reserve just this week ben bernanke essentially continuing to pledge that policy for cash is going to be easy. and the chinese is trying to stimulate its economy. so you would think between all the money out there, and demand maybe overseas picking up we would see a pickup in price, why not. >