Hans Kunnen
Hans Kunnen
people prepared profits
Yesterday's sell-off was interesting, indicating that people were prepared to take profits at these levels.
aging company extra function good happen increased litigation mostly people society spending toward
It's mostly a function of the aging population, the increased spending of people over 55 on health, the whole skew in society toward litigation and the need for extra tests. If you happen to be the company that's doing the tests, well that's good for your revenue.
further hikes potential price resources shares simply
I simply don't think that resources shares have priced in all of the potential for even further commodities price hikes yet.
stocks
The big-picture fundamentals for commodities stocks is still in place. Nothing has actually changed. The sell-off in some sectors was not warranted.
conditions currently earnings global grow market metals room since strongest
These are the strongest global conditions for metals since the sixties, since bell-bottoms were in. There's room for the miners' earnings to grow more than the market currently expects.
incentive market seek
With the market buoyant, there is always the incentive to seek capital.