I haven't posted for quite awhile here. Instead I switched my posts to Seeking Alpha. That has allowed me to reach far more viewers than I can here. In fact, I have over 10,000 viewers there!
However, SA is set up for long heavily thought out posts, not quick short ones. So I'm going to put the short ones here, and reference SA when necessary.
So let's start. A few months ago I went long South 32, the Australian miner. It is my largest position, and it's been a real winner. Today I took off 16%. It has run up today on a Citi buy recommendation, and I love to fade short term moves like that. Still quite bullish longer term tho. I especially like the manganese market. The original SA article is at:
I'm also putting on starter positions in Potash (POT) and platinum and uranium metals. The uranium rationale is at