For what it's worth ... IMO Trump NEEDS the US market to be...

For what it's worth ... IMO Trump NEEDS the US market to be robust through most next year ... China does too ... the Fed - they have a bit still to play with.

So I'm picking that the bubble gets bigger.

I can weather the storm if required but am lucky to have the base of my portfolio in two "hotties" I expect to run inside 3-6 months and one very spec spec that's better than 50:50. So my focus isn't Graphite stocks - they are an interest. I was big into another a while back but felt totally let down by Mgmt who contradicted their own statements.

So I'm looking for management I can trust and so far with TON, so good.

Thanks for your comments.