"Have We Reached The Breaking Point?", page-31

We want orderly chaos during China bottoming.  Right now panic seems to be in speccy gamblers but mostly contained within the iron curtain with dumping of US bonds, manipulation in the Yuan, and the yes / no schizophrenic interference in the stockmarket (all despite telling the IMF they will loosen the reins).  If the panic spreads to institutions, and large entities in the private sector, we could see gold and other metal stockpiles liquidated to cover positions elsewhere.  At which point Team Bear et al will have their day in the sun.