Good luck with your investment plans, and in all likeliness, you will definitely be happy with returns both prior, and in the future. The points you put forward, do read as a perfect storm of heavy retracement.
My only concern is the BDI.
I will post the available data on BDI , and the TE site's forecast. ( Probably with multiple posts, as I' m clearly retarded trying to navigate the HC operating system ).
Although it is clearly not positive, the price action is not as bad as it has been, and the 12 month forecast sinks back into the usual range.
The next 12 months could be VERY choppy, but the shipping moguls are likely not overly concerned with their forward contracts.
Perhaps a short, but extremely sharp ( in the scheme of economic cycles) pullback, before we return to trend?
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(20min delay)