Many commodity markets were in dynamic uptrends for most of 2021. This put pressure on, and contributed to, the upward acceleration of the Consumer Price Index (C.P.I.) during the year. Traditionally rising inflation trends go hand in hand with falling bond prices (rising interest rates). The Commodity Research Bureau Index ($CRB) has slowed its torrid upward pace late in the year. Will this take some of the pressure off interest rates to rise as 2022 begins?
Julius takes a look at the major rotations that played out in 2021. He observes that there is a clear distinction between sector rotation in the first and the second half of the year. Showing the Relative Rotation Graph and the price charts side by side, he then talks you through the rotations of...
Joe Rabil of Rabil Stock Research discusses Technology as one of the most influential markets of 2021. He explains why big cap tech continues to reign supreme when it comes to market cap for the Russell 1000 and as a result influence the XLF as well as the IWF. Joe also discusses the IWF/IWD an...
Mish shows how DBA the Agricultural ETF is not only the most influential move up for 2021 in terms of people's pockets. but in 2022 it could make the most explosive move higher for investors
