"Is there any possible connection between the fall in commodities and commodity enthusiasts shifting their investments into the Glencore float?

David Fuller's view This is an interesting question. It is just possible, although my hunch is that it would not have been more than a minor factor. Runaway commodity markets ensure their own downfall because they lower consumption, provoke higher short-term interest rates and margin requirements, and jeopardise economic growth.

I have wondered if the commodity shakeout would temporarily moderate interest in Glencore.