Hope you bought on the dip.

A while back I mentioned Aug and Sept. The August potential problem is not that huge. September is a different story. It has visible catalysts. To augment it see; http://www.imf.org/external/pubs/ft/wp/2012/wp12163.pdf

"An interesting pattern emerges: banking crises tend to start in the second half of the year, with large September and December effects."

There's more interesting reading on mining in Chile and Peru on the CIA reports.