Only comfortable in the 3 goldies I’ve been holding for sometime. Started dabbling in EV battery cobalt/nickel, healthcare and IO. Last 2 have been very recent addition. I did buy a high profile pizza co but it was more a swing trade, in out before I could chatter.
Yep, each day I wake up to overnight US trading I’m constantly surprised both good and bad. Probably just shows the randomness of the markets currently.
What is your opinion of bond proxies such as Reits/utilities? I decided to let MGR go on that reversal off the support because it didn’t make sense with US bond yields rising.
gold, page-42928
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