Resource stocks have been a bit active again recently: gold and copper are especially strong, $Harmony Gold Mining(HMY.US) directly rose over five percentage points, $Freeport Mcmoran(FCX.US) also had a big bullish candle, feels like I missed the rotation.
At times like this, having no position makes you itchy, but being heavily invested makes you fear a pullback from the highs. $Alcoa(AA.US) is still falling. The rhythm of the rotation makes people increasingly zen.
That's the nature of resource stocks: either they don't move at all, or they all surge together. Holding them long-term is mentally exhausting, but once they start moving, it's a bittersweet feeling 😪
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