We start the New Year with the U.S. better supplied with oil than at any time in history. Now the market will focus on the demand side as we start the slow road back to normal markets after the extended holiday trade.
We’ve kept our eyes on other improving indicators happening in resources, Europe and emerging markets. These places may not be as widely popular, but investors can benefit greatly from taking a view that’s different from the ones observed by the majority.
The writing is on the wall. In the United States coal is on its way out and natural gas is on the way in. While the market only saw a slight pop on yesterday's big announcements on coal and natural gas, it signals the beginning of a new era.
Too often investors get caught up in political parties, focus on the negative and lose confidence in stocks. As a result, they can miss great bull markets. When it comes to finding opportunities, it’s not about the political party, it’s about the policies.