I am keen on IO BUT just don't feel safe at night, may need some negativity to start looking.
The above may apply to gold this week! Getting thrashed but I already have 3 exposure. The window of commodity sectors are getting crowded, not keen on O&G, never have. The market is betting on an IR hike meltdown of Tech, maybe be opportunities for the strong hearted. How far will Powell got before she does a Yellen and slam the QT brakes? I am also in healthcare, not the Biotech story which is certainly melting. Even this defensive sector isn't safe. Maybe have to find supermarket stock?
