Hedge Funds

According to Russ Winter, the Hedgie Wedgie Funds have $600 billion in cash. They're hoarding in expectation of huge redemption requests due by the end of the month. Here's my thinking: the funds are scared and are overly cautious. Any funds that have money left over will have a lot of money to put into the market. Where? It's got to go into commodities - the sector's been so beaten down it's unbelievable. I need to do a review of my portfolio and see how much room I have to buy stuff. Alright, I'm doing it: CLF at $49.18