gold and copper, page-2

Gold: fingers crossed for QE3 tonight ...

Also, let's see how strikes in South Africa might affect the supply picture.



Copper: No longer a China story?

http://seekingalpha.com/article/863781-copper-no-longer-a-china-story

Core thesis:

"Given the level of stock to consumption, there is potential for a 20% increase in copper prices. With U.S. housing and car production continuing to recover, pent up demand remains decent for copper."