I thought I would share a few notes I compiled this morning. Some time ago, Mike Scott mentioned a friend of his that had very impressive gains by being long the housing sector out of the bottom and well in to 2012. This was after a long bear market for housing stocks. The same thing happened eventually happened with solar. These notes take a look at China and Steel. These are not recommendations, but avenues for further consideration. Footnotes are provided at the end.

Market Notes.pdf