The reason for the recent drop is pretty simple, especially for non-ferrous metals. I mentioned in a previous post that my annual expectation was a 30-40% return, but it all went up in less than a month. I honestly have no idea what to do next, so I had to reduce my positions and wait it out. But a lot of funds like to use leverage, and when prices are pushed up so high without follow-up buying, a liquidity crisis leads to a chain reaction of sell-offs. After this chain reaction, I still think the 30-40% annual expectation is achievable. Give it a few months to recover, and the market will forget about this crash.