Good post, RogueWolf.

The turn around in commodities and the Venture is coming, no doubt. Markets always move in cycles. It's more a question of how long it takes for those cycles to play out. The process is like watching paint dry.

As for China, another factor to remember is that even at approximately 7% growth this year that is still compounded by growth from past years of 10 to 14%. The expansion of such a huge economy over there is staggering. Yes, there have been and will continue to be many bumps in the road but demand for industrial metals can only go up in the long term.