our trades could be twins. yes good if he can turn sp of tgs around. sea waited for it from $1.40. not sure about oil. too many big players onto other energy but no reason sea cant run again
waf was there for its last run to 36c. when run stops could be ugly but cdv waf gry azs ard all delivered so much already.
other factor is time. can see this playing out till mid may then june before real risk but even then trend is up.
your call on us$ testing 94c to 88c on the money. jako has next cluster at 84c. if that happens then our commods the place to be. anyway will see. been disappointed before but so far so good
your rvr hrr and pan all turning here as well. i always liked pan and feel yes smart management and their time will come. hrr next 90 days to rerate and rvr finally on zinc
dont really need much else to do really well if plays out from here. mind you icing on cake our other trades on midcaps have all done their job. best start to a year since 08 gfc. what does that tell us about dow down and asx commods up
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