If the Iranian protests get violent, look for the price of oil to fucking surge. Markets aren’t pricing in this bullshit yet; but rest assured, any Iranian revolution would be inexplicably wonderful for oilFAGS trading in and out of exploration names. Being the worst sector to own next to retail for 2017, there could be appreciable upside to be had in the oils.
Nasdaq futures are +17. Any movement against the Iranian government will be viewed as a net positive for markets — globalists for the win.
On my end of things, I posted the Quant portfolio to be purchased tomorrow in Exodus. That will be a pastiche of stocks held for a duration of 1 month. Also, I updated the GARP portfolio, which is a semi-annually managed group of stocks. I employed a different method for this portfolio and feel it will be my best one yet.
Stocks are poised to trade higher — continuing the elasticity we enjoyed throughout 2017. Frankly speaking, I don’t think we’ll ever have a down month again. Ever.
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You sound cynically optimistic.
Trump won’t allow a down month. That’s some Obama shit.
The best trades for 2018: Oil – gold and the people who make it happen, and short bonds.
The economy will do fine in 2018, market indexes…flat.
Market up 20% is a slam dunk.
Great analysis. So who wins the Superbowl and the point spread please.
The military industrial intelligence-agency complex for the win!