Copper and other industrial metals have not seen the same rallies as equities around the world? Should we be worried? The stockpiles of industrial metals are building. This is beyond the piles that are used for financing games. Copper inventories have doubled in three months. Is this the economic reality of today or is it the happy stock market which represents reality. Who is divorced from reality?
Stories are discussing the fight of Dr copper vs Dr. Bernanke? You have to say that Dr Bernanke throws a better punch in the short-run but what about a year from now?
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