Methodology of Cycles (Part 1) – Cloud Computing, SOC, Machinery, CXO, and Wind Power
In this bull market, the first half was not missed because I had some undervalued stocks in non-ferrous metals and many undervalued overseas small caps. However, other sectors like banking and the internet have remained lukewarm. Investment is like a ship floating on the sea; you never know when the wind will blow or when … Read more