Commodity Base Trading - Is China a Risk?

There were greater than two sigma slides across about eight sectors yesterday, not just individual stocks, entire sectors. There is a lot of confusion for qu commodity base traders like me as to what to do with that complex ra. Some hedge fund traders piling at the longs and mutual funds in the long hosus highs at the moment. Ando that's where the risk for me is to trading loer is as that length gets redistributed, you know, then we're gon t have a chance to buy things at lower prices.