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<p>[QUOTE=&quot;medoraman, post: 1856216, member: 26302&quot;]I guess my first thoughts sir&nbsp; would be:</p><p><br /></p><p>1. Are we very sure of this high&nbsp; worldwide demand? I know the pm press likes to talk about it a lot, but I haven&#039;t seen any firm international numbers year on year to back it up. Maybe you have such a link.</p><p><br /></p><p>2. What about supply? Has the higher prices encouraged higher production? Supply is just as&nbsp; important as demand, right?</p><p><br /></p><p>Yes, markets can be manipulated. I simply, (some may say simplistically), view it as a commodity driven high by cheap interest and lack of yield elsewhere,&nbsp; and now yields are up in other investments a lot of hot money has moved on. This has forced a correction in the price. I never trust what the talking heads say, pro or con, since all have an agenda.[/QUOTE]</p><p><br /></p>

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