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Archive of entries posted on 8th September 2015

Mulling on the downturn in metals and commodities

As the market plummeted, I made the stupid mistake of focusing on the wrong thing — how to protect what I owned — rather than the opportunities the plummet was bringing — in spades. China slowed. Its voracious appetite ebbed. Had I been awake, I would have sold short everything from BHP to CAT, from […]