I don't know when the magnitude of this rebuild will dawn on people, but you sure want to get into a copper or a steel company before it does. Lots of good opportunities coming in this selloff.
Random musings: Thank you, T. Boone Pickens, for saying the truth about oil: Demand is overwhelming supply. It is not a dollar issue, no matter how many clever people come out and say it is ... At the time of publication, Cramer was long Freeport-McMoRan.


