Hello Flemster,
Thank you for the warning, your comment about raising OPM a very good one. I stick to miners usually unless very compelling and always move to free carried ASAP. The miners have to have a good growth profile, and I have made it a profession to learn about them over recent years.
Can I say I really like the approach of posters in here. We all have different criteria, expertise and views. Nice to see constructive sharing of research and ideas.
I will be an investor in property over the coming months and for a few years as a trader. I will be watching the global economy to see if I enter for longer term or not. Trading properties with 4 months turn around. I believe the people I have worked with have left me with a unique view of how the banks work, and the debt markets. Inside understanding always trumps a desktop study.
Kindren can I point out that it might be a good idea for you to study debt markets to assist you with forecasting; if our RBA did this and with a changed official approach they might get the settings timed better. In any case asset classes and their cycles are a great thing to study.
CW
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