David Fry

Friday Outlook: Commodities, Global Markets

One of the frustrations currently is how many market sectors are in the same trend separated only by beta or degree.

I suppose doing this is becoming somewhat boring since searching the globe for uncorrelated sectors is becoming impossible. This is due primarily to low yields driving more risk taking making for a global trend.

We could get away with posting three charts probably and achieve the same thing as we do with 30 or 40 believe it or not. It's just the way things are presently. Eventually this will change.