Mining Sector Ideas

[gfp927z]

Bigworld, >> not rushing in to buy <<

That seems like a good strategy. I probably jumped in with the 4% stock allocation too soon. And with the metals, the brief rally can easily fizzle. They sure haven't been acting like 'disaster hedges' over the past month.

Based on the latest news flow, a de-escalation looks very unlikely, at least in the near term. Someone (Bibi) just bombed right next to the Bushehr nuclear powerplant again, so that makes twice in 2 weeks. Even if Trump wants to de-escalate, Bibi can just keep adding fuel to the fire. If he can force Iran into a response strike on Dimona (or stage a false flag), that gives Bibi his chance to go full nuclear on Iran.

So are Trump's hopeful statements just wishful thinking, or deliberate spin / BS to buy time to get more assets in place (troops to take Kharg island, etc (?) Or is he so out of touch that he actually believes his 15 point plan had any chance? His advisors are a combination of neocons, foreign policy neophytes, and butt kissing yes men. Not exactly the caliber of Kissinger, Schultz, Baker, etc.



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