From the 11th of February, linked to the screenshot on my previous post:
I don’t know if he was “bullish” or “bearish”.
For the commodities I imagine that “bullish”, but I don’t know.
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Definitely bullish.
A lot of analysts are calling the start of the supercycle. So many drivers to support this view. A great way to diversify the portfolio too
Here’s a good video from PensionCraft
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Yes, I watched that video. I enjoyed his initial presentation.
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I have 65
Hmm… seems to be 65 on the email & 63 off his site
Not advice. Anybody holding a position in JPM, look into their upcoming 1Billion$ fine AND note, Warren Buffet has sold out of the rest of his position in JPM.
This is not advice and in no way should you act on this but I have to mention b/c big moves keep happening when large players do things. So more of a heads up. I do not believe Buffet had much more than a 0.80% stake left in JPM anyhow.
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JPM is the the most expensive of the US banks at the moment as its share price has outperformed.
Hes chosen to build on a position in Verizon and Chevron for the safety of the dividends.
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Chevron? That’s surprising, as in general he’s been quite anti-oil / pro alternative energy. Maybe he’s thinking that there’s short-term profit to be made as oil demand and prices rise in the early phases of the economic recovery, and he’s not being ideological about the long term. And Chevron does indeed have a high dividend yield right now.
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D’oh! 
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Throughout the entire pandemic I have held the Worldwide Healthcare Trust purely b/c it’s biotech heavy and saves me having to try pick winners in an area I know nothing about.
This is a long hold.
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I’m torn between this trust and the iShares Health Innovation ETF
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Bullish on Miners this year " If you don’t do options, buy the stock. My target for (XME) this year is $60.".
I’m taking a more global stance having added BRWM.L a few weeks ago. I was kind of wishing FT added the cheaper GDIG.L and so missed out on ~5% already (oh well)
https://www.madhedgefundtrader.com/trade-alert-xme-february-22-2021-buy/
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Youtuber plug: Panda Boss Finance Would be great for anybody reading this to drop a few views to some of her videos, boost the attention a lil’.
She’s on the f.i.r.e hustle (and friends with my girlfriend).
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The 2021 direction for many U.S. sectors will be guided by the Q2 earnings end of July. Volatility & re-evaluating until then
https://www.madhedgefundtrader.com/hot-tips/
Insights+
• S&P 500 Current PE Ratio - estimate 38.99.
• Sri Lanka’s vaccine rollout may not reach the wide population until 2022/23.
• Currently, Turkeys property market (& much of Asia) has taken the largest beating. A beachside property in Turkey can be purchased for £26,000.
• BAE Systems has strong earnings.
• Somebody explain to me how Legal & General is not one of the best value investments in the UK & Europe?
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