The World Is Cyclical


Cyclical Markets

Cyclical Markets

Kopernik 1Q 2017 – Conference Call – Worth a read–note high and low market cap sectors of the market–a proxy for expensive and cheap.  A search strategy.



About the Author

csinvesting
In my peripatetic life I have been a ruby smuggler, commodity trader, securities analyst, investment banker, and entrepreneur. Each role taught me more about value investing. - John Chew - The Editor