kennyB

Supply Cuts Set Stage for Rally (Eventually)

Materials will rebound as bottom is past. Large miners with tons of cash will rebound quickly as demand will increase dramatically and survivors will quickly ramp -up production. In the supply and demand game, the supplier has stronger hand; China will blink as supplies shrink and Miner's stocks will begin a rapid rise. Much of the hysteria surrounding markets will begin to abate. CU, AL, iron-ore, basic materials will soar.