Dennis Lucey

Slusiewicz: Commodities and Cash Still King

While I agree with Slusiewicz when he says that "it pays to be patient," I'm not so sure about the 16-20% rally he's expecting to see in the broader market. What's the fundamental change that's going to justify grinding upward? It seems increasingly unlikely that we'll get a string of economic data to buoy stocks, and the Fed has lost the power to raise hopes with a magical rate cut or a new T-acronym.