My watch list here shows GFI HMY and DRD, all S.A. all up, best performers on gold miner sector. Something must be reversing on that situation also. Currency or policy or something.
The future looks good for the past long term losers, future looks bad for the past long term winners.
Some old long term winners?? Borrowers and spenders, Real estate, general multinational companies, retail already started dropping.
Old past long term losers? Domestic fabricators, and producers of anything including mining and farmers, savers etc.