Episode 111: Opening Day

In this week's episode, Dave, Pratty, and Kevin discuss the continued strength in energy, mining, and materials, as well as the continued weakness in growth sectors like software. 

They also discuss the emergence of "safety trade" areas like food and beverage, discount and large retailers, and other consumer staples. The relationship between commodities and the dollar was also discussed, along with individual commodities like grains, softs, energy, and metals.