A Hiatus for Hybrids?
DETROIT (ResourceInvestor.com) -- A regular reader of my periodic articles on Resource Investor wrote me recently to chide me that I always say what not to buy, but I never seem to recommend anything. This is actually not true.
I frequently recommend companies, but it is always for the long term. I think
that short-term recommendations are always based on insufficient information and
can be analyzed and described as “the trend is your friend” and the more
impressive sounding “momentum investing.” Both of these just tell you to bet the
same way as everyone else, and you (obviously?) can’t lose.
I admit that I also study trends. However the general trends I look for, and follow, are in:
Smelting and refining technology, and;
Vehicle components manufacturing technology specifically with regard to its utilization of natural resources.
My specialty is determining how the last numbered topic above influences and (should be) influenced by the first two topic areas.
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