Bit of a timely shock for the bears.
Biggest losses so far this morning all belong to the uranium stocks. KRudd was out selling uranium to the UAE last week.
PDN looks like a bargain at $4.00
Japan will need to rebuild, so some demand will come once they have taken stock of the damage.
This means larger timber orders from the US, or concrete to make higher density housing up in the hills. Replenish natgas stocks once all the infrastructure is restored, steel and iron ore for mills etc.
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