I'm a big fan of Steve Leuthold. Did you read he's long copper? Not no steenking futures contract either. The metal itself, including the places to store it at - in Asia! As an aside, he just looks like the kind of wily old coot that outfoxes everyone. Geo.
It is interesting that only 2 people on ET have even commented on Leuthold's article in Barrons. Hmmmmm....