gold ...like base metals...v much cum downside..based on view that USD is cum rally. i posted couple charts 2 days ago...type in NCM as stock..to see them. USD index doing what ot did in 1992..and bonds lead usd..suggest upside for dollar..so down for commods. plus i sent email other day woth 10 reasons why copper cum fall..basis cash-3mth, baltic, lumber, inventories, shanghai equity index, 'punters' net positions etc etc etc..can send if want them
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