What if there's a short-term drop-off in Chinese demand for iron ore?
I've been thinking about that for a while. In that case, AYSI stock would probably get hammered in the short-term (though maybe not as bad as it did last year), and I'd want to own something that had gone up in value so I could sell it and use the proceeds to buy more AYSI. I mentioned my idea for a quasi-hedge on the exogenous risk of a drop-off in Chinese iron ore demand on my blog today -- puts on BHP: http://shadowstocks.com/59-rethinking-a-quasi-hedge-on-aysi
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