18.02.2009 - Debt and high grading to push up metal commodities
From Resourceinvestor.com: In the supply and demand equation, focusing on supply is the basis for a rebound in metal commodities thereby positively affecting explorers, developers and operating companies that survive the current blood bath. I pointed out in my earlier letter that gold would lead the way in for all commodities to rebound. As we have seen, gold is now over $935/oz., up from $750/oz. in November 2008, resulting in some gold stocks rebounding between 100% to 300% in a three-month period..... Full Article: Source