The price action in commodity sector could not tell me more clearly the about macro picture, economic activity is picking up, but inflation that was driven by monetary disorder is going to up faster. No surprise, dollar was hit very hard and critical support at 78 was lost. with such momentum, a new low below 71 is distinct possibility. So, Now we can talk about "the end of end of recession" because all the unintentional consequences of moronic efforts of global central banks are about to take center stage. We have already seen the the first chapter. With stock market still in firm uptrend, It will take more than a few sell offs to alter the trend. So I don't have any intention to fight it. Nor do I want to joint it blindly. Just focus on selected sector which has not made too much noise. Precious metals will be best option to play this scenario. Highly speculative solar sector have been quite lately. expecting action to pick up.
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