Mike Kayes, CFA

A Crude 10 Year Perspective: The DJIA, Oil and Gold

This is really old news. Just when it seems like a no-brainer to predict that oil or gold will continue to outpace stocks, based on the relative performance over the last ten years, is the time that the reversion to the mean begins to take hold. How many people predict stocks will out pace gold and oil over the next ten years? Not many, I suspect, which is why it just might be the time to over weight stocks relative to oil and gold.
willingdonwealth.com