nice....very nice, page-13

"..even as the index is droppin like a brick"

There are a lot of very frustrated (super)funds out there who have most of their money invested in the big banks and other 'safe' industrials, - that have all gone absolutely nowhere for months.

Index followers are wondering what they did wrong. And yet those of us with eyes open have been investing in spec metal stocks like CCU and doing very well.

Its all metals, metals, metals. And I think that will continue while the US dollar remains weak, and China keeps the pressure on, which it must do.

The only factor that can spoil the party is increasing supply, especially of iron ore, but that can't happen overnight, so I'm not a seller of anything metal right now.