Yes cha a bit of churn but makes sense in context of managing market risk and aligning trades to highest opportunity. Note that I'm backing an oil rise here already without further confirmation as key stocks have given me the siren call, I can't resist.
ORG long and CTX, QAN short are each oil recovery trades. Not in yet but bhp will also get a run as an oil, coal recovery plus i ore bounce.
Dilemma you have is market risk versus individual stock setups getting away from good entry's whilst waiting out the market to confirm.
The Big Boys, page-506
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