David White: Japan is also in a defaltionary environment. China is at a huge risk of deflation if the USD carry trade ends.Cut in exports already trouble
11 minutes ago
David White: If we are in a deflationary market in autos, etc., how do people expect steel prices to explode? They simply won't in the next year.
13 minutes ago
lucasjkr: Wish I knew more about pharmaceuticals, but am determined not to chase something I know very little about.