That OpEx trade will work until it doesn’t. I don’t see much changing in the bankster’s game plans yet. HOWEVER…I do think the PM’s are slooooowlyy beginning to show some strength for a whole slew of reasons as pointed out in the audio link I posted the other day. For the first time, in a long time, I am quite optimistic about our PM’s and look for some exciting times in 2017-2018.
For those that missed it, here is the link again. I think it worthy of a serious listen.