I know i coined the term New Desk, as it corresponds to a fund manager, is why we see a malaise then a sudden surge of buyers, fitting to fill many clients of that desk. Imo. There is discovery, diligence, then pull the trigger.
But there is also another phenomena, and that will emerge beyond contagion of one New Desk, alerting another.
Global awareness. And retail contagion. And we have just but scratched the surface. When this gets into retail mainstream awareness, perhaps mentioned on Business channels, a household name, in everyday language, by then, it is sailing the winds of Valhalla. And if you are a Desk, at that point, finding this out from a retailer at the pub, you may wonder how you missed the once in 50 year break through in medical practice.
Detecting cancer down to just a pin prick. There was a world before, and a world after. And investors who worked it out before the majors discovered it, can get that feather in their cap, gold plated.
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