Absolutely, skol. And when that bubble pops, the AUD will be...

Absolutely, skol. And when that bubble pops, the AUD will be toast. So the AUD POS and POG will double, just on currency moves, IMO. Which means that the US POS and POG can go down, but that's fine, as I think the AUD will fall faster.

However, I think that when China goes down, gold will go up in USD.

BDI is looking pretty sick atm. Might be an indicator of lower imports by China.