I am starting a new thread so one does not have to scroll down...

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    I am starting a new thread so one does not have to scroll down so much.

    Unbelievable carnage in USA markets as the reflation trade gets taken out to the wood shed.
    Huge money lost in the short USA bond positions, followed by losing leverage in commodity stocks.
    Copper as a commodity actually seems to be holding up ok.
    Peru situation still unclear, with the rise of "the shining path' guerillas a real possibility.
    That would not be a tax increase on copper production, but perhaps, explosives on infrastructure.
    Who knows, yet markets seem to have seen it all before.

 
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