In the call we discuss:
- What Is The Risk vs Reward Being Long U.S. Stocks?
- Are Global Stocks Confirming?
- Europe and Japan Have stabilized
- Industrials and Tech are not tops!
- Which Metals Do We Want To Buy? And How High Can They Go?
- What to do with Cotton and Wheat?
- How Does The Base Metal Complex Fit into this theme?
- Which Tech Stocks Do We Buy?