I'm not short anything and I follow the mineral sector intensely because of the nature of my business. It's nothing to fool around with because the external forces are not predictable.
There will be a time to invest in the IO industry, but it isn't now nor has it been since it was 1st brought up on this board. When that time comes then the next decision will be who to invest in.
This isn't to say you can't make money with natural resource stocks right now, but the key is to rent them rather than invest in them.
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