Sector Updates 23/12 – 27/12

Some may say 2013 was a year to forget, I considered it to be an amazing year, we saw the euphoric investor sentiment in the first half of the year with valuations of almost every sector (ex. energy) pushed to silly levels and EVERY investor thought that they were rock stars, then in the 3Q we saw what happens when the punch bowl of the QE gets taken away, and finally to close the year politcal problems rearose, a more drama packed year of investing I cannot imagine.

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