The next 6 months favor Cyclicals: Financials, Energy, Industrials, Tech, Materials
Comment of the Day

November 11 2019

Commentary by Eoin Treacy

The next 6 months favor Cyclicals: Financials, Energy, Industrials, Tech, Materials

Thanks to a subscriber for this chart illustrated report by Barry Bannister for Stifel which may be of interest.

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area.

I have some sympathy with the view that when everyone is short, the risk of a short covering rally greatly increases. That’s particularly true if Saudi Arabia succeeds in encouraging OPEC to further reduce supply to bolster the valuation of Saudi Aramco ahead of the IPO.

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