September 4, 2012
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By 2015 Hard Commodity Prices Will Collapse; Australia’s Mining Boom Dies (and the Official Denials Start)
By News DeskBy 2015 Hard Commodity Prices Will Collapse; Australia’s Mining Boom Dies (and the Official Denials Start) I have been calling for a base metals bust for some time, fueled by a slowdown in China. Michael Pettis at China Financial Markets has been saying the same thing. Indeed, it is analysis from Pettis that influenced my views in the first place