It looks like the commodity contagion surging in Asia markets this morning will spread in a few hours to Europe and in less than 7 hours to the US markets. On Monday Glencoe Plc GLEN:LN (http://www.bloomberg.com/quote/GLEN:LN) took a 29% haircut, closing at $66., with a 1-year return of -78%. http://business.financialpost.com/n...record-low-as-analysts-sees-value-evaporating http://www.bloomberg.com/news/artic...ommodity-rout-beginning-to-look-like-a-crisis http://www.bloomberg.com/news/artic...nal-more-losses-as-markets-roiled-bonds-climb And Motley Fool asks the foolish (in my opinion) question "Is theye an opportunity for handsome returns in Glencoe. .." (http://www.fool.co.uk/investing/201...ore-plc-tullow-oil-plc-and-premier-oil-plc/)? I don't think so. The interaction of commodities and energy versus the Chinese industrial slowdown says, to me, anyway, stay away. There won't be a deep V-recovery here.