Yeah, we really need to concentrate on the facts and not the constant jibba-jabba coming from news agencies, so called prophets and hotcoppereans...all have vested interest in their positions, including me to a degree (I own IGR and am hunting PRU + a few LGL), but mostly own energy and mixed resources and eying out a few big names with good divies atm, especially if IR's in Australia fall in the next month or two.
I say, filter out the cr#p and follow the long term trend, $AU, seasonals and lease rates...we have four from four atm, one would think not much downside from here for the pog?
Happy hunting...and if feeling adventurous out-of-the-money calls could be a very good money earner.