Issue No. 249 – Sat 07 Nov 2026
Mining stocks rebound last week. The collapse of AI stocks on Thu 05 Nov2026 does not materially affect mining stocks.
AI stocks tumble on Thu 05 Nov 2026 because the Democrats have won the mid-term elections and investors believe that they do not support AI developments, resulting in the sell-off.
Our portfolio is down about 11%. We expect the portfolio will recoup the loss in the coming week. We will liquidate the portfolio at close of business oF Fri 13 Nov 2026 and wait for an opportunity to take a short position in AI stocks.
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