I completly agree with you that this problem is much bigger than people think, I said this last year and people just shrugged it off but this is a big beast that will get bigger. I also agree that we are in a good place. The emerging markets will continue to grow even with a US downturn and the need for base metals will still be strong compared to the supply. Much more to say about this topic but it is late, I am tired and with to read more posts...good night all!!!!