THH – What are we frontrunning?
#1. Sentiment
Low to high… Ebb to tide… Depressed to euphoric..
#2. Company fundamentals
In practice:
“It’s the future that counts”
#1. Sentiment
Low to high… Ebb to tide… Depressed to euphoric..
#2. Company fundamentals
In practice:
“It’s the future that counts”
Not sure what will change sentiment in the PM sector. Tina is dead. Rates may stop rising but are unlikely to go back to zero.