ardano

4 Sectors to 'Buy in May'

With respect to macro views detailed here, they remind me of rebounds off lows. The Dollar? Certainly due for a rebound. However, impossible to predict its future, (no pun,) as political control of the White House and Treasury will alter dollar policy. As for financials. They remain a stock pickers domain. Long and short positions in financials may well be one of the key trades for this year...and many alpha seekers will win and lose on this trade. I see narrow focused themes and violent swings throughout the year. In a macro sense the Fed is too optimistic about a rebound. Europe and Asia will also slow. Why do stocks get a bid? Commodities will continue to be hot as the leverage and liquidity will draw attention and assets. However, maybe nat gas will replace crude as the contract of choice...remember amaranth...