With most commentators seeming to declare the commodity bull market not just dead, but a bubble that has burst, Chip Hanlon takes on the topic this week. He explains why renewed optimism and a stock market rally might cause gold to underperform other commodities for a while. In such a scenario, he argues, the demand-side story behind energy, base metals and agriculture [3] should remain intact. He also talks with Jim Slagle [4], the new Executive Editor here at Green Faucet.