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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: sense who wrote (171948)	5/18/2021 7:58:24 PM
From: TobagoJack	Read Replies (1) \| Respond to of 219431

Re <<But, all are down... as I noted, that meaning China's economy is the issue... not the other stuff.>> ... or, by my read, more likely, that the market misunderstood China's message and took China's message at face value, that 'China will hit iron prices without detailing the suppliers to be punished and rewarding the suppliers to be gifted. At this moment I do not have conviction of stuff other than gold. Let the market be either correct, and correct, or be misled, and correct. Either way we should watch the large base metal miners as they wobble. On the China economy, anecdotal, everything is fine, and no, commodity inflation is not really transitory. Does not imply that CBs would do anything helpful w/r to taming inflation. Suppression remains necessary given what are at the burning stakes. The issue eventually shall roll into demand-destructions elsewhere and everywhere. Dunno. Uncharted territory. Agnostic.