One of my fellow authors I’m always sure to read is
. I have been heavily focused on the index recently, and he has eyes on absolutely everything. I believe that the next 5-10 years will be absolutely filled with wild rotations. Individuals that manage a portion of their own money will benefit from an ability to rotate capital across all corners of the market. His coverage of PGMs in his recent post is a must read, and I’ve done some charting on a couple of those names that I’ll share.A link to his 5/16 post HERE
I’ll cover PALL 0.00%↑ and SPPP 0.00%↑ in this post but the other names Eli mentioned should absolutely be on the radar.
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