Are we to assume many hotcopperites have BNB and other...

Are we to assume many hotcopperites have BNB and other vulnerable financials still in their portfolios despite so much evidence being presented to mount the case for a changing of the guard in investment themes?

Listen to Don Coxe. He will save you money and almost certainly make you money ...

http://events.startcast.com/events/199/B0003/#

To summarize his basic feel for where the risks and opportunities lie it is very simple:

BE SHORT or SELL the FINANCIALS, BUY the ENERGIES (preferably those with UNHEDGED reserves in the ground - eg coal, tar sands), BUY the AGRICULTURALS and BUY the COMMODITIES.

Good luck! Failure to be mobile with funds is treacherous in the unfolding global economy.