lessons learnt, page-9

Let's not count our chickens just yet, macro risk is in the background. Greece is playing chicken with it's creditors, China is sabre rattling with the US in no good mood about it. Plus Soccer is in crisis (only kidding about the last one). Also June is a weak month and the TA crowd seem to anticipate another dip so further weakness might be self fulfilling. I'm personally looking for another top up opportunity, I'm about 33% short of my target holding... I think if AJX is going to become a run away train, it probably won't happen until around September when the Natick announcement is due, the annual report will be out and the reality of large income is becoming undeniable.