I'm guessing with the lack of posts everyone is suffering?
Energy is doing great, its only just pulled back this last day or so. I'd say commodities are ok, generally
FTSE to outperform so long as thats true. Our currency suffers like others as Dollar index rises, so thats why its so bearish otherwise.
Ultimately the FED is always easy money, they've barely stepped off the accelerator and market is barely negative bigger picture, this is March 2021 prices. Not that I want it to get 'worse' but we've been spoilt for years.
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Anglo american
AAL diving 7% hurts. Should have gone with my instinct it was doing too well price wise. It should do well long term but could have sold that for cashflow etc. (the div is great and supported imo so no biggy) I did already lop off a chunk when it was double lockdown prices, its really cheap in my view but no exact certainty in that.
ARGO being so low must be tempting, it will require some bravery but surprising to see they are close to normal valuations is that correct. Buy several times anything high risk imo, the whole of this year is the low if it can be defined as such
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