Commodities have recently performed somewhat disappointing in an environment of a weaker dollar, but don't think it's over just yet. Once they really explode, these guys can still lead the market.

Just look at platinum and silver – they have pumped a full 30 points over this period, and gold has also started to sprint towards new highs. As long as there are no obvious breaks in the fundamentals, this wave of market activity still has room to play, and higher positions are right in front of us. Catch the rhythm; the opportunity is right there.