I, of course, agree with most of your contentions. However, I believe the commodity super cycle will not peak for many years and will primarily be driven by the exploding national debt. Just because global economies are off the gold standard does not automatically lead to hyper inflation. You need a catalyst to compel the central banks to print money exponentially. Right now they are just in overdrive.That will come in just 5 years when annual budget deficits explode.

I also would argue that home  prices will rise eventually as will stocks in nominal terms in response to the  loose money environment.