I was cleaning up some files from my laptop, and I found a stash of my oldest research I first published back in the early 2010, when I was trying to convince everyone China was going wrong (tough sell back then). I am just going to put it here for posterity, so I can easily reference going forward. Enjoy. Three notes, first is on iron ore, second on mining, and third on Brazil - all from 2011 and 2012.

A follow up note on mining.

And a note on a potential Brazilian debt crisis.

And in conclusion, yes, I have always been this boring.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.russell-clark.com/subscribe