Take a macro view humble investor!While the markets have been...

Take a macro view humble investor!

While the markets have been HOT on energy stocks, the focus for the last two years has been purely on uranium. Over the same period,
Oil and Gas companies globally and more so in Australia on an equity valuation have halved from their peaks over the same period,
Physical oil prices have risen and held above $70 per bbl.

This is about money flow. The recent fall out in the market will only drive the investing $$ towards real stories with established cashflow and successful business models.

No more dreaming in this game, the hot money, short term taxi driver mentality is over.....

Anythoughts