I'm less worried about a Chinese Spring than I am about a total "freeze up" of their economy.


China has been the "driver" of higher metals prices for the last several years. If they suddenly stop building all these ghost cities and infrastructure what happens to the price of base metals?


The Chinese market got killed today because of new regulations and taxes they've just come out with to cool off the speculative frenzy. The question is whether they can shrink the bubble without bursting it.