Until the Fed stop non-QE QE, this market can and will continue grinding higher.
Expect the new to be old, and the bad to be good -- and Apple and Tesla to be real snoozers -- this year.
Beyond an algorithmic reaction, I do not expect an overtly positive market reaction when pen is put to paper on Phase One.
From bonds to energy to emerging markets, an examination of what might be hot and what might not.
As long as central banks are pumping liquidity, it will continue to drive asset prices higher. Copper should be a beneficiary into the new year.
Investing in these bonds requires a counter-intuitive approach, and reframing how you look at risk.
Perhaps so, as other factors such as lower interest rates and resolution of the Brexit issue serve as positive market forces.
The complacency of too many market participants presents opportunity, including with an options play.
Here are the mostly likely scenarios and impact on stocks and bonds.
Will President Trump's administration move ahead with plans to turn up the heat on China in such a way that U.S. consumers for the first time share some of that pain?