Tip, Heavy and light. Gold, silver, platinum, palladium, nickle, copper and aluminum are all looking strong, despite the recent "scare out the newbies" decline. I'm sure lead, iron and zinc are, too, but I don't have access to those markets. I think you make more money if you separate the cheap (palladium, silver, aluminum) from the pricey (gold, platinum and copper), but probably not all that much.
That being said, I fear a Chinese slowdown of growth (not negative growth) hitting some of the metals down the road. That's why I prefer agriculturals right now. You can slow production, but you still have to feed the human critters you took off the farms and into industry. I just wish the Chinese would get hooked more on cocoa and orange juice, but I've got 'em on live hogs and cows. <G> |