In the longer term perspective, when commodities turn then we can talk bottom. They will be the leader out of this bear market. Otherwise, any gyrations with the financials, consumer discretionary, etc are just noise. Let's not get all giddy if the CRB manages to overtake the 20/50 day in the short-term.
In the short term perspective, good luck whichever way you trade. Any multi-week rally could/should pull up the commodities/commodity related names. Holding things longer than 30 seconds these days seems dangerous.
