Category Archives: China
Big Picture
Different Markets
Economic Velocity
Chinese Reading
Coal and Gold Share
Coal Stocks Grinding Higher at Next Big Trade. KOL, however, represents international coal and is a function of China. Continue reading
Commodity Express
Chinese Flavor
A subscriber asked about TCK. Continue reading
$4 Trillion, Massive and Open-Ended
China Letters
Santa Rally?
Extensive Weekend Reading
Teck Quarter
Coal and China
Commodity’s: Money and EM’s
Materials
Tons of Coal
Turkey & Trains
Q&A: Positioning
One prized member inquired about ISA coal favorite CLD, noting “the possible upside in precious metals tempts me with other opportunities.” Continue reading