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  • Is Iron Ore Bigger than Gold and Oil in China? [View article]
    Well said. Absolutely agree. Shipping is one simple way to play the general commodity bull market due to China's purchases.

    On Jul 13 01:51 PM John Galt wrote:

    > Basically "shipping" or shippers were a way to play the commodity
    > boom and global trade. Instead of investing in Coal, Fertalizers,
    > Iron Ore, you could buy the dry bulk ships that moved the Coal from
    > Australia to China or Iron Ore from Brazil to China instead of the
    > goods themselves.
    Jul 14 16:34 pm |Rating: +1 -1 |Link to Comment
  • Is Iron Ore Bigger than Gold and Oil in China? [View article]
    TraderMark:

    It's all about China's Commodity Carry Trade, a strategy to get rid of the dollars. For that reason I am extremely bullish on shipping stocks and on strategic rare metals:
    seekingalpha.com/artic...
    You did play shippers like EXM a while ago. Too bad you could not hold on. EXM sees a tremendous rally today. It should make new highs in 2009 soon.
    Jul 14 16:29 pm |Rating: +1 -1 |Link to Comment
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