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Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $5 Trillion in market cap. They’re simply not built like the juggernauts of tech or communications.

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The dollar has been wreaking havoc, bringing a critical level back into play.

After last weekend’s events, we got the classic kneejerk: oil and the dollar spiked, while risk assets sold off. A flight to safety. Sell...

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From the Desk of Steve Strazza @Sstrazza and Ricardo Sarraf @nullcharts

When investing in the stock market, we always want to approach it as "a market of stocks."

Regardless of the environment, there...

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