Macro: The iron ore-led recession?

As the Lucky Country we've been counting our blessings in recent years, but David Llewellyn-Smith of Macro Business explains how things could go wrong.

In November 2010, Intelligent Investor explained why iron ore prices couldn't stay high forever, in Iron ore: It’s (not) different this time. Complete with six negative recommendations, which have fallen anything from 31% to a huge 97% in the case of Gindalbie Metals, this was sensible advice.


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