I have one eye on Big caps, macro picture. US Consumers running out of savings, China position will be way worse than anyone expects because everything is manipulated to control the population, and this will affect our materials sector and banks. I think the big picture could be about to get really ugly. Running a mile from iron ore and have been for some time.
Watch what happens to Tesla shares as Chinese sales slide. Already 2 price cuts there in the past week. Tesla goes, the US market will crap itself and other tech will follow.
