Posted by Oil_n_Gas > 2015-08-29 19:17 | Report Abuse

Now the theme stocks are furniture and gloves stocks beneficiary of strong USD and to a lesser extend put warrants due to someone thinking bear market still around. When will these theme end?

Posted by sosfinance > 2015-08-29 20:43 | Report Abuse

@Oil_n_Gas, please look at Mieco (1998 to 2004) and Ekowood (2004-2008) biz and Maybulk (2003 to 1015) Things don't go the linear way for all type of biz (some are cyclical). Look at Rio Tinto, BHP, Vale, Glencore who do use to do lots of businesses with China. Look at shale oil in USA. Even the management do not know when is the end of the cycle, they expanded their business at the peak (all indicators look great). Only on hindsight, then you can see the whole cycle. So many of them made the same mistake, they were over confident. Loss billions. What will happen to this two biz, if China devalue 20%? I remember Mieco was a darling until 2004. All analysts give a saying it is great. Until its expansion hits the wall.