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Today we talk about the Chinese attempts to get the iron ore price lower. They succeeded last night but the resources stocks are up today and it seems that even if there has been manipulation and hoarding, they are miscalculating one essential reason for the iron ore price spike - demand. We also look at a few of last week’s sentiment indicators which are turning the corner in the last couple of days (Bitcoin, Tesla, Afterpay, Information Technology) as we talk strategy, our recent portfolio changes, some broker upgrades and a bit of stock stuff.