...for the superstitious.
The last time the Boston Celtics won the NBA Championship, Lehman Brothers declared bankruptcy and the global economy collapsed within 3 months. Adjust your risk models accordingly.
https://x.com/TrungTPhan/status/1802902111098671237
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if we do really have an event this Q3-Q4 this year, there won't be enough time for all resource stocks including gold, silver, copper, oil, lithium, coal stocks to recover before a severe corrective wave.
3-4 months isn't ample time for any meaningful recovery even if US equities continue to melt-up/
The sell into strength opportunity has passed, the time when I mentioned it a few months back when I said to avoid all resource stocks (until precious metals offered some inspiration then with China buying, that flame too has flickered).
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