..you read this below and understand why China was stockpiling...

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    ..you read this below and understand why China was stockpiling iron ore, copper and gold

    ..now in hindsight, the 1st half commodities strength was largely due to this stockpiling, rather than any improvement in China's economy...and now the stockpiling has completed, metals are unwinding and going south.

    ..I had cautioned you to avoid resource stocks, numerous times.

    https://x.com/robert_ivanhoe/status/1816218554355601640
 
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