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DRYBLOWER
Dryblower on the wild ride of the next 125 days
MINING sector up 36% in two months. Economy down 10%. Even <i>Dryblower</i> knows there’s something wrong with that up/down combination, but whether the imbalance is fixed by a burst of economic growth or a fall in the market is a tricky question.
Gold and iron ore have done most of the heavy lifting among the miners, and perhaps their outperformance can continue. Iron ore probably has a bit further to go as Brazil launches a belated attempt...
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