Happy New year fellas - wishing you and yours the very best for 2013.
So global risk-on/bond length rotating into risk. Am very very bullish, the macro is slowly fitting into place. The US deficit ceiling negotiations is the major concern for 1Q and given the Fiscal Cliff battle, it's not going to be pretty. Overall though - all asia/china numbers solid, Japan putting in place a sizeable stimulus package, BOE, FED, ECB all max liquidity. All PMI/ Industrial Production numbers have based and are ticking up - even europe, BRICS figures are basing as well.
This is definitely the space to be invested in. Now is simply a question of hitting oil and diversifying the asset base. This thing can literally go binary with the macro setting up for a strong 2h 2013 (assuming the Americans dont do anything silly). We need good PR/Marketing and some decent results.
Good luck!!
TPT Price at posting:
33.5¢ Sentiment: LT Buy Disclosure: Held
