Drilling is not picking up, despite the rising geopolitical tensions.
There are 2 trades now, depending on how you see the Iran conflict playing out.
How to prepare your portfolio and be opportunistic in the face of this geopolitical instability.
There's my take on energy and the markets after the U.S. airstrike in Iraq.
Until the Fed stop non-QE QE, this market can and will continue grinding higher.
In this portfolio, the goal is for the winners to more than offset the losers.
Copper equities will keep reaping the benefits, until central banks close the taps.
There is too much buying power in this market, and a rest will help it to rise further.
With the China trade deal mostly behind us, there should be more interest in individual stock picking and less focus on the indices.
After many a false start, the Phase 1 deal long trumpeted by the U.S. president appears to be coming together. It's still not down on paper, but investors should look East if Sunday's tariffs do avoid implementation.