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29/08/16
18:24
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Originally posted by Sector Lead
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It's a good point, how long. I would say typically 3,6 and 9 months common for many before a trade gets "too crowded" as they say, or over-hyped beyond fundamental reality.
China Ag - 9 months
HR Tech - 3/6 months
RTO/ Tech - over a year? until new rules
Lithium - 3/6 months
Oil - 6 months
Gold - 18 months
Zinc - 3/6 months
Cobalt - 3/6 months
Nickel - 3 months max
All these times frames are my rough guesses (please say so if you disagree), and not talking buildup, but more the steep rises in general, and bit of FOMO. Any sectors I missed?
All very strong sector themes so would be good to stick a rough timeline on them. Zinc is also having a breather even with underlying price going near 18 month highs.
Have said for couple months, I am finding it hard to find that next theme, so have personally been an over seller to be cashed up in trading portfolios.
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Good discussion Sector.
We are due a tech resurgence at some stage IMO.Some of these have been pummelaxed.
Hopefully before the year is out.
IAM may start it off with a bit of luck.
A3D has gone very well , and held.
BRN, CVT, ZIP, ZYB, etc and plenty others all dropped like hot potatoes.