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Hey mate I’ve been away from AGO threads for a while no point...

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mattdamon

3,618 Posts.

59

02/04/18

08:30

Post #: 32163589
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Originally posted by asx_dude ↑

All in opinion:
Wall street can't snooze on this emerging commodity boom. This early emerging commodity bull run will be bigger than the last run given for the first time in a decade, the globe is growing and yes it will continue demanding commodities on a new level. China remains strong while SEA, India (the next China in growth), US, Japan and rest of the world continues to urbanise and modernise into the future. The world is transitioning from dirty energies to cleaner energies and infrastructure upgrades are required for this transition. I've been vocal of this scenario for a while now. History always repeats itself.

2000 Tech crash is repeating folks and is only the beginning of its LT bear market of normalisation and consolidation. I expect in 2018/2019 US tech heavy equities to fall from grace from the good ol' days of long-term gains. Reality bites but it's obvious to me it's going to help the DOW drop back to reality while commodity related stocks dominate for years to come. Aussie mining stocks will dominate returns for investors in an inflationary and pro-growth environment.

Cryptos will probably dead cat bounce all the way down. Lots of lessons learned no doubt. FANG stocks will most likely continue to fall from grace and tech unicorns will disappoint. Again lessons learned for investors over investing in tech. Negative drivers could drag tech SPs down from peaks being the perfect bear storm. In my opinion, tech looks tired, over invested, over automated and over subscribed while commodities are at multi-decade lows while costs are at lows and profits build. Sometimes it's better to walk away, come back in a few years and try something completely new. It doesn't take long before people get over a fad and move on. No matter how hard IT companies try to entice users, consumers will eventually walk away with boredom. No matter how big a company becomes, it doesn't protect it from downside. Tech investor expectations may have reached euphoric heights which can't be sustained in my eyes. Over the next few years, how low will tech go? That is the question to investors. Why catch a falling knife when you can move big $s to commodity leveraged stocks, especially Aussie miners who are in a profit bonanza.

Commodities and resource stock accumulation will be common into the LT multiyear bull market. Investors looking for value could look to rotate money into miners and commodities. When this ramps up to full potential expect SPs to fly as big money rolls in. Previous highs of MCs of miners will be broken and smashed out the ball park. History repeats.
ST-MT SP movements will probably be 'volatile' benefiting accumulators. Get in while you can. Hold shares tight and don't give away nothing. World leading Aussie miners WONT be at these lows forever. Entry points will only get higher for years to come.
Industrial stocks to look more attractive given rising inflation and continued global economic growth.

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Hey mate I’ve been away from AGO threads for a while no point until she bottoms still all in not stressed as not needing that money. See it as a knee jerk over reaction bummer didn’t pick the bottom this time but did last time and won from that just stuffed up re entry thems the breaks. Can’t agree more with your market views and forecasts thinking exactly alike. I see your on av* just watch that cap mate it’s pretty crowded there I feel downside unless a big partner announced. Did anyone post re dalian bounce? Hopefully holds today 5% would be good for a ago bounce tomorrow. Cheers everyone.

AGO Price at posting: 2.0¢ Sentiment: Buy Disclosure: Held
9 Upvote

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