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RE: TIB: Today I Bought (and Sold) - An Investors Journal #245 - Indonesia. Malaysia, French Banks, Electricity, Oil, Oil Shipping, US Real Estate,

in #investing • 6 years ago

stellar review - time to rethink my own strategy

6 years ago in #investing by
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     6 years ago 

    Thanks. Be clear to keep strategy and tactics apart. A lot of what I am doing is tactics as part of some big themes:

    1. Interest rates rising
    2. Economic growth (Europe, some Emerging Markets, Technology, Steel)
    3. Undervalued markets (e.g., Japan)
    4. Oil and oil economies (e.g., Russia)
    5. Batteries (esp lithium and cobalt). Maybe time to classify as alternative energy (e.g, solar, clean energy)?
    6. Core commodities predicated on economic and population growth (agriculture generally, grains and corn specifically, zinc, nickel, rare earths, fertilizer)
    7. Uncorrelated markets and hedging (e.g., gold, frontier markets, Saudi Arabia)
    8. Cryptocurrency (growth projects and hedging)
    9. Opportunity Knocks (e.g., mispricing, over-reaction. eSports, Sports betting, tariffs)
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