Gold: fingers crossed for QE3 tonight ...
Also, let's see how strikes in South Africa might affect the supply picture.
Copper: No longer a China story?
http://seekingalpha.com/article/863781-copper-no-longer-a-china-story
Core thesis:
"Given the level of stock to consumption, there is potential for a 20% increase in copper prices. With U.S. housing and car production continuing to recover, pent up demand remains decent for copper."
