Very interesting analysis, I tend to agree that stocks are over bought but I believe in sticking with a trend until it breaks.

Equity valuations are definitely out of line with reality I can definitely understand why #Buffet would be skeptical about deploying capital in this market.

I was very bullish on #cobalt and #lithium over the last last year but I believe the rally in these metals is over done. With such high prices mining companies have ramped up production and on the demand side the amount of electric cars is still to few to soak up that additional production. Not to mention new advancements in technology have been aimed to reduce the amount of cobalt necessary per battery. Think we will see a sharp correction in these metals soon but I also believe there is huge long term potential.

$GPRO is a dead company walking. It has no real growth potential and has to deal with increasingly tough competition. Exiting the drone market, which is still largely in its infancy but is growing I think was a mistake. Only hope for Go Pro is to be acquired.

I have been skeptical on #oil rally recently believing that recent geopolitical tension will be short lived, that Russian producers will stop complying with the cuts and that U.S producers will increase production. However, the trend remains bullish and who am I to argue with the trend.

Interesting article. Most media now a days focuses on high profile #hedgefund closures and the rise of quant funds. Personally I believe that quant funds will become victims of their own success with to many competing against each other for fewer opportunities. I think the best place for hedge funds to expand should be into less liquid developing and frontier markets.

#Coal has done very well this year but I think it is an anomaly rather then a sustained trend. With China investing more and more into green energy and with coal production accelerating because of higher prices I think we will see a huge surplus in coal develop which will lead to a downturn.

I believe #copper is slightly over valued because of slowing Chinese real estate market and large speculative bets. At the same time the trend remains very positive very interesting to see this correlation between copper stocks and the commodity.

Personally I believe the best place #casinos can look to for growth is internationally. The U.S gaming market is saturated and its getting harder to make money, which is why they are turning to online gaming for growth. Very interesting trend.

I have been looking at #sugar for a while and I appreciate how well researched this article was. Sugar looked like it bottomed out and I was bullish until this week. Brazil announced that it had plans to end the tariffs on U.S imported Ethanol which will dampen demand for Brazilian ethanol. Also sugar production is far outpacing any demand growth with Europe, and Latin America as well as Brazil producing at record. Sugar futures have been supported by increasing Brazilian ethanol production but if that starts to ebb due to American competition we can see another turn down in sugar prices.