The commodities crunch is here

Another Japanese Automaker Feels Squeeze From Steel Shortage:
"Major domestic steel suppliers Nippon Steel Corp. and JFE Holdings Inc. are struggling to keep up with strong demand due to robust steel consumption in China and a tight supply of raw materials."

I have been reading investment newsletters warning of commodity and raw materials shortages for months. Well now it's in the mainstream press. This AP report says Suzuki is cutting output through the end of the year by 13,000 cars despite strong demand. And just yesterday, a business associate in SC was telling me that the price of cement was going up sharply here.

Even Greenspan says the dollar is going down soon, and we see commodities going up already. You do the math.