The best anyone can do right now is try not to analyse things too hard imo and just trade the momentum in the sectors that are running, while they're giving out. Lithium, gold, oil, IT/cloud, fintech, e-health, cleantech, agri - the list goes on and most of them in the last 6 months. The micros are running and the smalls are running, despite whatever's going on overseas, or how up the creek we are. Without checking, would suggest first few months of 2016 have been my best in a long while and I'm just a simple, predominately FA investor, who allocates a portion of the portfolio to whatever fads are running. I imagine many experienced traders would have made considerably more than myself.
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