Enjoyed reading that, and always enjoy your honest thoughts on Twitter. My 2022 was volatile, with huge gains in coal holdings being offset by similar losses in Mako (still holding) and others. Best of luck in the markets for 2023.
Thanks. We’ll need luck this year. My base case is that we won’t see huge gains in the overall commodities market, but picking, and adding to, the right bombed out stocks will lead to monster returns in 2024. Good examples of that would be Petrobras or Amerigo.
Enjoyed reading that, and always enjoy your honest thoughts on Twitter. My 2022 was volatile, with huge gains in coal holdings being offset by similar losses in Mako (still holding) and others. Best of luck in the markets for 2023.
Thanks. We’ll need luck this year. My base case is that we won’t see huge gains in the overall commodities market, but picking, and adding to, the right bombed out stocks will lead to monster returns in 2024. Good examples of that would be Petrobras or Amerigo.