First of all, there are exponentially more bullish looking stocks than bearish ones. This goes for both U.S. Stocks and those from all over the world. The Credit Markets are confirming this bullish outlook for stocks with risk appetite coming from the largest market in the world. Any volatility in Stocks this year has not spilled over into Fixed Income or Forex Markets, again confirming the lack of risk aversion from institutions.
In this month’s call, we go over all of the U.S. Sectors and the stocks within these groups showing both positive momentum and relative strength. We discuss the forex and credit markets, as well as the inflationary forces driving commodities prices higher, including energy and precious metals.
There are plenty of opportunities to make money this quarter and I tried my best to lay them out in an easy to follow process. Here is the video in full: