How to play this fall in commodity prices.
Short the metals, corn, seed, and feed stocks and go long those using their products like Poultry, Cattle, Auto's, and others using those commodities.
One pure example is TSN which is soaring today because they made huge eps gains due to lower feed prices for their chickens. Thus profit margins increase.
Others to look to short are those stocks which have rallied the most with little or no eps increase during the same time.
Gambling sector is one such sector to look at.