Personally I thing the smart money is looking for a place to go...

Personally I thing the smart money is looking for a place to go now that the death of resources has FINALLy been revealed. I cannot see how you how you can have a commodity super cycle in a global recession.

Anyway , money is looking for something and healthcare/biotechs are it ( after having been smashed for the last 3-5 years ) You have ACL,AVX,CXS,PXS,etc etc only a year or two away from generating significant cashflows.
Not to mention our favourite UNI.

I just think you want to get in before smart money moves in - but feeling is just after the crash in Oct ??