Tactically taking profits in the commodity and reflation trade

In Free by Cam Hui

Mid-week market update: Regular readers know that I have been bullish on the commodity and reflation trade (see A possible generational low in oil and energy stocks and The road to a 2016 market top). On the weekend, I postulated three separate short-term scenarios for the stock market  (see *Sigh* Another growth scare): The growth scare recedes and the market ...
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Will an oil spike kill the market bull?

In Free by Cam Hui

I recently wrote about my scenario for a market top in 2016 (see My roadmap for 2016 and beyond), which goes something like this: Unemployment is now at 5.0%, which is a point at which the economy historically started to experience cost-push inflation. Inflation edges up, which is already being seen in commodity prices. Initially, the Fed is content to …