User 143167

Options Trader: Monday Outlook

David, for oil to be traded over $100 may be speculative, but much less speculative than the US stocks to be traded as this level now. Every piece of your thesis to diss the oil price applies to the US equity prices as well. If you believe US economy will be down hard in near future, then sell your stock portfolio before the commodities. Cause at least some people in the other part of world will still need oil, in a way much more than the need for the US equities. If you believe the US economy will be fine SOON, then you should hold them both because we'll head for hyperinflation down the road in that scenario.