I think the opposite may be the case, where the funds sold their positions or cut back this spring on the last rally..... Now they want to buy back cheaper.... and that requires sellers to part with their stock... The retail investor being the targeted victim... They use the media to instill fear into the market which provides the shares for their loading up for the next run.

So far the volume indicates they are only cherry picking but the media is on board to help them out... Best thing to do is sit tight if you like the company, country risk, commodity and managment.

Once the bottom has been achieved they will buy.

Suposably BNN has headlined that the commodity bubble has burst.... LOL where are the supplys of metals etc going to come from? These are tangible assets!

To compare commodities to the teck bubble is downright stupid.... because there is no fundemental need for assets the tech bubble created ... They were intangible assets.... dreams that turned into nightmares.

Hard to build a nation on dreams.... it takes copper, oil, steel, zinc, etc and it takes food to fuel the people.... These are not aberations such as the tech bubble.... This is the building out of China and India as the consumers of their own products. The wealth shift has made them consumers of their own products. The comparison is that of the US between 1940 and 1970.... the difference is there are 2 billion people in the cue, and the transitional shift from subsinance living to city is much larger... There were fewer TV's, dish washers, washer dryers, air conditioning, back in 1940 to 1960's compared to 2008

Think about that and ask yourself is the buildout of China and India completed .... or is this just the end of the begining.

The Olymipics have created a pause.... a pause the funds will take advantage of to instill fear to relieve you of your investments .... capitulation is another word for submission.

JMHO