I'm really getting some amazing FA stories on some of the miners ,cashed up straightforward cash cow projects even at today's prices.
I think I'm more aware of the backdrop dangers than most but it's a long time since I've seen so many no brainer investments.
I seriously just don't have the money to go around to where I'd really like to put it.
That's all I know . If the world blows up I'll still want to invest in these things.
But there isn't a credible analyst who isn't bearish on the US PE levels and the way the charts appear to be rolling over.
Perplexing isn't it
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