Futuristic Eskimo
All Star
Everyone needs to be positioning their portfolios to benefit from the massive Chinese fiscal stimulus incoming. Copper and energy are going to catch a massive bid and I imagine you will see positioning shift there before anything is announced. Probably still 10% downside from here but the next 20% moves are going to be up.
This is an existential risk for the party so they are going to come out with the big guns.
Also, OPEC is eager to tighten supply but their cut risks a supply shortage later in the year. I can see $90 a barrel in the second half.
This is an existential risk for the party so they are going to come out with the big guns.
Also, OPEC is eager to tighten supply but their cut risks a supply shortage later in the year. I can see $90 a barrel in the second half.