Those resources stocks were starting to look stretched after a really good year last year, so all it takes is a drop in commodities across the board for them to come off. Some stocks will benefit, though, particularly the manufacturers as their costs go down.

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The question is how far does it go from here. Certainly the environment is conducive to strength, because the global economic fundamentals are good.

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There is still some volatility in global metal prices which is a cause of worry for the resource sector.

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