
I thought everyone here would find the following very interesting from Morgan Stanley:
"Morgan Stanley boosted its 2011 price forecasts for gold and copper, and recommended equities including Xstrata Plc and Kazakhmys Plc, because of expected supply constraints and a weak dollar"
If Morgan Stanley is correct, this is about as good news as Donner can get from a macro point of view. Read the full article here.
Regards,
George