From The Reformed Broker:

Crunch time for portfolio managers.

I read in Barron's this weekend that the average US stock mutual fund manager is about 5% ahead of the S&P 500 this year, according to Lipper. OK, but it's the below-average performing PM that really needs the juice right about now, with 10 weeks or so left to make his benchmark.

So where will they look to for that extra oomph? One place might be in commodity-related stocks, especially those linked to commodity plays that haven’t kept up with the CRB index as a whole, which is up 17% over the last 200 days:

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