Certainly you can diversify around stocks, but to completely discount other asset classes is just foolhardy.
The buying power deployable by the bulls could be moderate at best.
Recent events in the Middle East and the oil market's reaction dramatically changes the landscape.
The new oil minister has his hands full in maximizing oil export revenue and prepping for the IPO of Saudi Aramco.
The lower the yields on treasuries go, the more this exchange-traded fund for gold will glitter -- and a close below $140 is probably a good bet for recent longs.
Uncertainty spreads as it's never clear what the U.S. president will say or tweet next in the tariff spat with China.
Freeport-McMoRan is always going to be my first call on the health of copper.
Gold has had a good run, but the bulls are likely running out of money.
OPEC has no idea how much oil prices can fall, but current prices are not acceptable to the organization.
The two commodities are in downtrends, which when combined with an economic expansion that is long in the tooth could indicate a recession is on the horizon.