I am finding it mildly amusing how lame some of CK's posts are....

I am finding it mildly amusing how lame some of CK's posts are. The video of an ANZ analyst taking photos of a steel company's car park to prove Chinese iron ore demand is dead was pretty hard hitting stuff. You'd think having some contacts in the company and picking up the phone to ask maybe easier. By any historical measure iron ore prices remain very strong, down from their peak but still fantastically profitable for PLV.