Yeah, I posted N (Inco) at it's low, now look at it. We also talked about copper prices, which I use as a gauge of future inflation, and guess what, they are reflating the Asian economies like crazy, and copper is where it shows up first.
Besides some of our value micro-caps, like IEIB, PARA, BIPL, etc, which all have a nice cash cushion, which will become important in coming weeks, I like INVN & VVID (talked about before here) on the expected increase in terrorism.
And the mess in Serbia/Kosovo increases...
KTWO & MACE bought on the dump, rode up a little, sold. Sweet. |
