Oil has staged an impressive rally since dropping below $35 a barrel in mid-February, soaring 42% in little more than a month to about $50 a barrel.

“Captain, we’re running out of fuel!” “Don’t panic! Just burn up what little we have. And burn it faster!” Gordon Brown, crisis buster extraordinaire, has a solution to the energy crisis. Are you ready?

“Time to sell oil and buy shares,” pronounces The Sunday Times headline. Merrill Lynch reckons the commodities sector is the most overheated it has been since ‘73. All things farming is trendy too. Fertiliser stocks are the new dotcom and farmers are busy planting all available land.