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Hi, as a relative newbie to MM's strategy (I've only read the first book twice....my head hurts!!lol) does Centamin (LON:CEY) (CENTAMIN) look like a phase 2 set up to anybody else on here? I am not looking for advice as such, just looking for some input/thoughts etc. ATB, NM

Excellent post Ken, many thanks for sharing. I too started to move into cash in 2017. missed a lot of the gains but slept a whole lot better. I have always ridden out previous bears when I was working but have a different outlook now I am retired But I must admit I didn't realize just how much discipline is required to sit in cash…

Interesting topic, thanks. Not a podcast, but personally I subscribe to the Fleet Street Letter. Gives gives me a good macro picture of global events/investments etc that I would not normally have a handle on. I use this for my long-term main portfolio to help me manage it and use IC/Stock for my trading/investment/more active portfolio .

I will probably get slated for this but eh ho :-) I have started to get into The Independent Investment Trust (IIT) as it has now been beaten down massively, I am buying in for the long-term Growth as they hold a lot of the companies I like but was too nervous to buy for myself due to over-valuations before the "correction". Some great companies…


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