Oh boy. I love when my boy JC gets fired up on an idea.
In a recent piece on copper and emerging markets, here’s JC:
Have you noticed that with Tech and Software and other areas grinding sideways or lower, we’ve seen a consistent bid in Emerging Markets? …I really think the squeeze is on.
He was a little bit more, um, verbose in an email header sending this piece to his subscribers that read:
Emerging Market Shorts Will Get Their Faces Ripped Off
LOL.
Well, I’m game. Let’s do this. [Read more…]