You want a perfect example of what the heck im talking about . Why dont we talk about alcoa . Aa do you knoth t sck of the giant alinum company, which has been a total dog, earned more than 10 higher today . E secondest peormer inhe s 500. Even as nothing happed at co nothing to justify this move. Her th this kind of rotational moneyanagement havior that i like t chronicle for you. No i think alcoa suld have been climbing for ages because as splittg into two coanies. One thats basically aommodity alum producer and anhe thats all about the proprietary use of aluminum. In trucks,n tos, and of cour in aeroace. Coa the pct maphor fothis mt. Yohave a very undervaluedeep cyclical companyts be caht up the tidof t tred of mmities. Thenou have so changes i e der whs k as macro ndscape atead posive for t metals d portfolio managersre caught loing the wrong way. So they pivot. They pivot in the st cyclical stockshey cafi and alcoa sudden fits e bill its liqui its big, d its a terrifi k story. Why