The Brains Trust, page-1252

clq following median line up from oct. got thr 49c level plus new highs.

well done and thanks to those like Bomber who called it from the lows

also shows investors can do better than traders or perhaps a combination of both

if look at winners from last year pretty simple just to buy and hold some likely re rates

this year panning out with some likely gainers but lots of twists and turns coming up

rvr is a late bloomer from last year. on tip of new highs here. will rerate this year but not sure this early? zinc finally hitting its straps and twisting up. waiting for the turn now but in meantime rerate on rvr is possibly here and now. again well done and thanks to Kates

roadmap for year unfolding. 2008 gfc. following year saw good jan to march and then took off in may. lull in july then distribution hit from highs for years. in hindsight it was a six month countercycle up. now 7 years later wonder if we get 7 years up. and in what? picture is getting clearer.

just need to reassess each month and be aware could see it is all rising for the reason if it is a new cycle

in meantime still need to do hardwork on each stock choice

today is my SXY day..taken months to get here though.