don't (can't) break the china folks: it's gold?dmj, page-9

The drivers for support will continue to come from the East not US interest rate policy. But equally while supply remains healthy, and the status-quo prevails geopolitically, then range bound is a fair call.

Timber, any chance you can explain to Skol (using little words) why the US recovery is fragile? According to him, looking from 30000 feet up it is gangbusters.