I think you hit the ball right out of the park Haymaker Dave. Few if any saw things as clearly as you. Amazing positioning, way before it was even remotely cool to be positioned this way.
I have been in complete accord with your views for several years now. as the pandemic surge in spending and QE unfolded, it became clear that 'stuff' was going to be better than paper. at least US paper. the most inventive way I heard it described was you needed to buy the periodic table
As usual very well-reasoned, insightful and actionable information that us non-professionals can greatly benefit from. Thanks
I think you hit the ball right out of the park Haymaker Dave. Few if any saw things as clearly as you. Amazing positioning, way before it was even remotely cool to be positioned this way.
I have been in complete accord with your views for several years now. as the pandemic surge in spending and QE unfolded, it became clear that 'stuff' was going to be better than paper. at least US paper. the most inventive way I heard it described was you needed to buy the periodic table
thanks