Junior companies taking a dip , it all makes sense in view of the bigger picture

Uncertainty about the future of worlwide economy pushes the larger institutional player to focus on the fundementals ie earnings and the future of US dollar in short to mid term . So they still look at treasury as a safe haven wich attrats money like a magnet and leave morsels for the stock market while smaller retail investor focus on the long term implications for the US dollar and watch in fear the ongoing action not knowing what to make of it .

This roller coaster market is nothing to inspire confidence on people that only recently have been badly burned while most gains are being reeped away by institutional investors just as fast as they appear creaming away any gains retail investors can expect .

The larger players notwhitstanding their size are still able to react quicker then most of us ( they don't have to think softwares do that for them at nanosecond speed digesting information and analysing it before we're even aware of such information ) and can reverse the markets with the sheer size of their impact .

The bigger picture as it stands this week is the implication of a slower then expected recovery hitting commodities with a sledge hammer at the same time that China is retreating from it with a full stomach as it was announced last month , in that perspective commodities are set to step back while the outlook for recovery either confirms or... else .

On the other hand the outlook for more regulations in the US in order to control speculation on commodities more specificaly on oil accentuate the advent of lower commodity prices as rising oil prices inflate production cost while the oposite deflates them , and since oil has been the main driver of higher commodity prices over the last few weeks , larger instituonal players seem to draw back from commodities and leave us standing with a hot potato in our hands .

The good news is it will cool down and most of us will still be holding it 'cause we're looking further down the road at a treasury bubble and a US dollar that stand to deflate somewhere in the future , while stimulus will start impacting job creation and create a small measure of confidence and consumption then inflation will be the next leg for commodities and small retail shareholders holding commodities .

In any event Ml 's fundamentals remain strong anf for those with cash actual SP is an opportunity .

Regards !

Tec