The "Heard on the Street" column of the Wall Street Journal, written in this instance by Arindam Nag, set out the bearish case on mining stocks on August 26.
One intruguing idea in the column is that the rise of specialized ETF funds may have been bad news for such stocks.
"With investors able to invest directly in commodities through exchange-traded funds and other vehicles, they don't have to dig into mining companies themselves to retain long-term exposure to metals."
Okay, but we don't want to be nagged, Arindam.
Cymbal clash. You're a beautiful audience. I can feel the love in this room.
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