China: liquidity tightening, possibly a no buy for gold and talk of USD hitting bottom by China Investment Corp - opinion. Higher operating costs for Alcoa (beginning of reporting season may indicate profits of companies are being squeezed by operation costs), Australia housing (credit approvals) crunched.
This should ensure the start of 2010 market volatility, kinda reminds me pre crash 2008 when I cut positions and held cash (except gold and some currency puts).
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