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BULLISH ON COMMODITIES AND PHARMA

Outlook for 2018

BULLISH ON COMMODITIES AND PHARMA We want to re-iterate our November 2017 view. We like commodities and pharma!! From November, oil has climbed $5/bbl and pharmaceutical companies such as Teva and Valeant have climbed 39% and 57% respectively. We believe…

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Winners for 2018

Winners for 2018

We believe the winners for the end of year and 2018 will be commodities and pharmaceuticals ​ Our budget deficit means more notes, bills, and bonds will be printed, which will drive the dollar lower A lower dollar is inflationary…

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