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12,755 Posts.

169

05/09/21

21:11

Post #: 55847654
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Originally posted by dolcevita ↑

I think the main thing is renewables. This is an issue aside from skirmishes in the mid east, or Covid. Or slowdown/bottlenecks in supply chains.

So I go sector, to elements. I'm bullish on Cu and Ni because of electric cars basically. Iron ore will feel the slowdown on construction in China.
In turn I'm bullish on a few exploration stocks that should run soon.

very bullish on therapies for Covid19 and some high tech solutions, and stem cells.

Middle east? It has to sort itself out. Israel is being ridiculous right now. There's no future in it. Beirut a basketcase. But frankly I'm not centred on that. We're in Asia and the pressures make us more local than ever.

If I get the time I will read up on it and consult with a friend who's a bit of an analyst.

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"I'm bullish on Cu and Ni because of electric cars basically. "

Profit says it all... if you are profitable it means you are investing with the market. Anyone losing the money it means he is investing agains the market.

My base metals play already up 5x since March Last year... we shall see if this EV metal supercylce is multi years/decade.
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