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- 20 July 2021
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am still looking for next month
traditionally in May i would be looking for a 'safe haven ' hoping it would stay in positive territory ( an Ian Bradbury pick , if you like )
but these are crazy times , maybe there is a niche opportunity
oil and gas should be volatile but no guarantee there won't be commodity price suppression ( ditto for gold and iron )
food seems to have upward pressure currently while logistics should face negative pressure
BUT we also have an election campaign in progress so media shouldn't be totally neglected
it will be a stellar pick that wins next month ( imo )
traditionally in May i would be looking for a 'safe haven ' hoping it would stay in positive territory ( an Ian Bradbury pick , if you like )
but these are crazy times , maybe there is a niche opportunity
oil and gas should be volatile but no guarantee there won't be commodity price suppression ( ditto for gold and iron )
food seems to have upward pressure currently while logistics should face negative pressure
BUT we also have an election campaign in progress so media shouldn't be totally neglected
it will be a stellar pick that wins next month ( imo )