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Non-Tech : Kirk's Market Thoughts
COHR 191.04-2.5%Jan 16 3:59 PM EST
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To: #Breeze who wrote (21741)12/11/2024 3:45:18 PM
From: ItsAllCyclical  Read Replies (1) of 27100
 
Thanks. I wouldn't be surprised if we touched the lower red trendline one more time or did an overshoot. But I think having at least a decent starter position is warranted here.

Overall the next few years should favor tangible assets in general, they are still cheap post covid, they have not adjusted to the massive currency debasement yet to come and they haven't adjusted for years of underinvestment in exploration.

Uranium, oil, copper all qualify in my book. Nat gas over a 3-5+ year horizon.
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