Unless they are energy or food related. Grains, fibres, meats and other soft commodities all having massive gains this week signifying a major bull run ahead and in many ways it is a realignment to the already surged energy market.
If you're playing the equities market in this scenarion without agricultural and energy exposure then don't be surprised to see your portfolio move backwards.
Oil is in contango. The ag commodities are moving that way too. That means major major stagflation ahead ... get proactive with your portfolio ... short the financials, long the energies, long the agriculturals!
