Time tested economic theory tells us that in a free, unfettered market not constrained by onerous barriers to entry, the long term price of a commodity will approach its marginal cost of production.

FORBES: Gold Sets Up As The Next Great Short

Congress took a new approach with the Commodity Futures Trading Commission in the Dodd-Frank bill.

FORBES: Dodd-Frank Cracks Down On Forex

Three, you don't have to predict commodity trends or interest rates to take an informed, sensible approach to sectors in your portfolio.

FORBES: Watch your sectors