Ann: High Grade Hits in Oposura Central Zone, page-33

Sorry Mossberg

I've asked time and again what your outlook on zinc was. For a very long time you deflected with spot prices! 

You cannot say spot prices was treating the subject with due focus.  Even now the predictions are very conservative and don't take into account shifting undercurrents which I think are going to manifest.

I can give you my links on Xi and the difference between perception and reality on US /China interdependencies (China exports to the US but the US exports elsewhere), and on the increasing vulnerability of Xi to internal pressure, -all of which are substantial - but

a) this is the AZS thread;

b) you cite marital connections and a 9 months old article on Xi. In marital relations terms, that's the human gestational period and enough to change a heck of a lot.

In international relations much has changed since then.

Plus I'd already taken your article into account in my analysis.

Markets are skittish but I am bullish on the likelihood of a breakthrough on trade deals between the US and China which has implications for infrastructure spending and with that, hard commodities prices and with that, zinc. 

I'm not necessarily a Trump fan but I'm reasonably objective on how he's capable of a hat trick on this because to date the Americans have been ridiculously cautious in pressing their interests. And naive. Bill Gates seriously went to China on the premise that if Microsoft continues to give them free access they'll eventually become dependent and want to pay. I'm sure your wife would find that funny.

This is an important strategic shift in Sino/US relations and I'm taking it seriously.

.