Dear Radagast, I think your characterization of the overall market fundamentals is correct -- or at least the way everyone else is interpreting the election, China, etc.   By the way, I was just in India this summer visiting three cities.   India is on the move big time and building extensively with a rapidly growing middle class.  I am looking forward to sharing perspectives for those of us who have weathered the Copper Fox storm.  Let's hope that we are at the end of this and that there is a satisfactory conclusion comes in the near term.  Welcome back! Stockfriend