Submitted by Mark Hanna
Courtesy of MarketMontage. View original post here.
Oil is definitely putting on the “global monetary easing” trade – frontrunning the expected actions in the weeks ahead. This parallel to runs ahead of such actions in previous years. Gold is perking up a bit too but nowhere near what the oil sector is doing. Some selected sector ETFs below:
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Any securities mentioned on this page are not held by the author in his personal portfolio. Securities mentioned may or may not be held by the author in the mutual fund he manages, the Paladin Long Short Fund (PALFX). For a list of the aforementioned fund’s holdings at the end of the prior quarter, visit the Paladin Funds website at http://www.paladinfunds.com/holdings/blog
