turbo47

How Low Can Mining Stocks Go?

Andrew,
I concur with the appreciation of your thoughtful piece. Would you be good enough to take a longer term view, back before the 2002 trough? What were the parallels with the 1974, 1987 and 1998 bottoms? Are they even relevant, given the different structure of world demand?
In any event, thank you. Are you watching the Baltic Dryships index for a clue on the near term bottom of metals prices? Being long some of these stocks, I'm watching quite eagerly.
Turbo