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Strategies & Market Trends : The Art of Investing
PICK 50.39+1.1%Dec 11 4:00 PM EST
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To: Sun Tzu who wrote (2179)9/1/2021 10:27:39 AM
From: Sun Tzu2 Recommendations

Recommended By
maz99
tntpal

  Read Replies (1) of 10695
 
Goldman Sachs (and many others) have been calling for a supercycle. In their scenario oil will hit $100 and copper will hit $5.

I agree with the call, I am just not sure about the timing of it. I am waiting for a major pullback before I get onboard. And the catalyst for that pullback will be the inventory buildup based on the resolution of the supply chain and economic slowdown.

This is the thesis that I am working off of. But it doesn't mean it will happen my way. several weeks ago I was expecting interest rates to rise and I was going to buy TTT on a pullback. 3 weeks ago I changed my mind and lowered my TTT buy target. It is important to keep an open mind and continuously evaluate new facts as they arrive.
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