Nonetheless, some specific commodity growth stories don't depend on China for a happy ending.

WSJ: The End of the Commodities Boom?

The spot month period is specific to each commodity contract, need not correspond to a month-long period, and may extend through the period when delivery obligations are incurred.

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Data on competitive pay practices has essentially become a commodity, with size and industry-specific data being accessible to most consultants, not to mention the fact that a tremendous amount of data can be gleaned from proxy reports.

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As I have pointed out before, some country-specific ETFs, such as Brazil and Russia, are really commodity plays.

WSJ: Common Sense: Is the Commodities Bull Market Over?

The one sector-specific speaker I heard was Donald Coxe, a strategy advisor for BMO Financial Group, who discussed commodity stocks.

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