If your portfolio is heavy deep value / commodities / reflation plays like mine, you’ve probably seen a lot of red the last few weeks as interest rates have declined and institutional money has flowed back to growth for the time being.
Hi, you haven't posted an update in a while. A lot of people respect and value your view on the energy market right now. Can you provide an update? Are you sticking to your previous call of selling out of energy companies when it hits over $80 a barrel?
Hi, you haven't posted an update in a while. A lot of people respect and value your view on the energy market right now. Can you provide an update? Are you sticking to your previous call of selling out of energy companies when it hits over $80 a barrel?
Based on fundamentals I think we can hit $100/barrel next year. I'll likely sell at that time.
I have my doubts on ZIM. Light on assets and will have to renew its fleet , at levels that seems to be insanely expensive going forward.