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Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: bruwin who wrote (3745)7/8/2014 2:18:32 PM
From: robert b furman  Read Replies (2) | Respond to of 4721
 
I think back then China was in resource stock piling mode.

Not sure but seems like the rest of the globe will come in to take what China did not want.

There is so much money floating around - hard to get a perspective - but it seems Capex has been put off as long as possible and the mega trend of growing middle class relentlessly continues.

Should spell demand.

FCX looks to be well positioned long term.

I do not own it but have liked it for years.

One can go by their sulphur plant in Louisianna (when I go fishing in Venice louisianna

Bob