Our recent calls
Hi Guys Nice calls over the past months however a bit slow on changes. It looks like the long “holds” are over with rotation the new normal. I would like to know your thoughts on the “go to” gold sector which now seems a thing of the past with Tech stocks looking like to “go to and get out” sector for more short term growth. My feel is we have missed a lot of opportunity by holding rather than a more “in and out” or if you like short term position(s). Materials have hit highs, as have the banks so what next? Good work team but time for change I feel. Br Wayne
