Quiet Contrarian. Ep36: Trades for October 2022

Buys

Bellevue Gold Ltd – BGL.ASX – I do believe gold will come back (which speaks to how much the Mockingbirds have influenced me, because 2 years ago I wouldn’t have touched gold with a ten ft pole), though I haven’t done well with it for a while. Missed the last cycle for poor reasons, and have been stuck with NST and RRL ever since. Bit concerned that I’m early on this next cycle, and there will be more reckoning to come with rising AISC and interest rates before gold returns as a reasonable investment. Though, maybe that’s also a perfec time to buy?

Sells

Apple Inc – AAPL.NASDAQ – Currently moving all my money out of the US. USD strength is through the roof, their market hit some crazy all time highs (which would have been a much better time to sell, need to listen to the TMCGDP more next time), just feel like I need to move everything home.

Shine Justice – SHJ.ASX – I was just clearing out some of my smaller positions. These guys were too illiquid to build a reasonable position for me. Otherwise they would have been a good defensive.