China's booming and the Fed's printing money like crazy. Inflation!
Buy commodities!! There's nothing more complex behind it than that.
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FT headline today: China records $7.3bn trade deficit http://www.ft.com/cms/s/0/5656adf0-4aec-11e0-911b-00144feab49a.html#axzz1GCP0fVPq
And isn't QE2 winding down...
Brad