technology of the future - tuesday, page-15

After it fell off a cliff, put call must be attached to a bungy - it was expected not to stay low after it fell

Surprise!!!

The era of data doctoring is still with us, as it is impossible to know if Chinese data has been held too high until recently, or if this is simply a drop in data to initiate panic. The only true indicator is something much larger - the China composite.

China SSEC - 1960 is a long term trend low that need to hold consistent with the Feb major cyclic low

- below 1960 and the fate of 2014 is sealed IMO.

Copper has been in a weak trend for a long time, and testing 3.0 is no surprise at all; the rapid plunge is though indicating a collapse in something market related. Not supply/demand but the infamous Chinese copper carry IMO.

The commodity supercycle might not be over, and if (as many expect) the USD trade kicks in here, then historical *perception* is commodities will suffer. However this has not always happened ... and a rise in oversold commodity prices with rising USD can occur. Notably copper, gold and silver.

Like any good forecaster ... the weather will be fine with a chance of rain. Anyone seriously exposed to downside risk should already have downside hedges in place, if only fractional.

Insurance is always cheaper before a cyclone. #justsaying