Sean Maher

Crude Decline Bullish for Stocks: Rebalance & Buy on Weakness

Agree with your analysis that we are set for a tradable bear rally (10-15% on the S&P) as posted on my finance blog Dead Cats Bouncing, and leadership is already rotating away from commodity exposed sectors; airlines, refiners, and financials/housing are all high beta rally plays if we head toward $100 on crude as I expect. Good sell call on China last Autumn; after the subsequent crash it's now on 21x trailing earnings and will benefit from falling global energy and food prices.