RE:RE:RE:U.S And Mexico reach dealAnyone's who's read Krams posts for the last year or 2 would know he's holding a significant core position that's underwater with some of the rest of us. Also he trades in blocks of some 10-20K based on a reasonable self styled approach relating the price and movement of Zn with a bit of short term timing mixed in and seems to have done pretty good with it. If he's a bit pessimistic right now that's also reasonable. But he's obviously hoping for a new run up to get back in the green. So he's clearly not a basher or shorter and provides analysis that's at least food for thought even if you disagree with it.
As to my own view, if I put together most analyst views that Zn is still in deficit, not much is coming on stream soon, China although sputtering a bit is still in expansion mode, Mexico & USA close to a deal and Canada probably not far behind and the fall tending to be a bigger buying season, USA economy still robust... Zn and TV are way more likely to go up than down. If Zn goes over $1.25-30 then TV goes well over $1.
41