Web link - resource stocks rally

China's huge stimulus plan may be an exaggeration because a lot of it was going to be spent anyways, but the market can't ignore it. As Marty Zweig famously put it, "Don't fight the fed".

After Bush trashed America, China nowadays is the "Fed". They have the cash and now they have the infrastructure too.

I have two business friends who are in China all the time, and road system and general infrastructure is space-age. We are the third world by comparison.

Renewed demand for metals will help us out too.

Now if only we could figure out what happens when the Comex December contracts mature November 28. Gold should rocket ... but logic counts for nothing these days. If bankrupt America needs cash even more, paper gold will still get sold. Mystery.