Yep, more need for materials, and higher inflation coming. I'm not being shaken out. But, I am rather stubborn. I'll hold a losing position for years until it comes back around. Did that with NOV, would have no problems with silver and gold, not that I think I'll lose 66% on that like I did NOV for 2 years before I recently made all my paper profits back on it. edit: Hell, when I was holding International Steel Group, Inc. a few years back, there was an over 10% drop in share price one day for no reason at all. Lots of people got stopped out and/or bailed, but I held on. The next business day it was announced ISG was being bought by Mittal Steel, and I ended up with a very nice profit.