690. Market has More Fuel to Burn

GO-GO-GO. Can't say the markets won't go down, but have confidence they will exceed today's level before Summer fries us. A lot of shakiness is present with Greece and Ukraine cease fire (or not!). Maybe when the EU bond buying kicks in things will turn EU around. Meanwhile, The U.S. Markets will continue to edge upwards despite the strong dollar and low oil prices. Pick your favorite sectors now and for the future, e.g., oil WILL return on an upward slope. The world DEPENDS on energy, in this case, fossil fuels that run the world. Health is always a good bet, not just because O'Blunder help the Health Industry greatly advance (no, not consumer costs, but company revenues), but long-term all bets are on Bio Techs. China continues to drag, and India advancing to outgun China. Oil exporters (Countries and companies) will drag, so I will avoid Emerging Markets until China shows signs of recovery (years), India really accelerates, and oil turns around. Meanwhile, With commodities down and strong dollar, the Industrial sector is ready to boom with the first signs of movement upward on commodities and decline of the dollar. Neither are ready in my opinion, but buying levels are right in the Industrial sector. How about Banks and other Financial Institutions. They will again lead shortly when interest rates do go up (probably end of year), thus, need to be considered, very selectively, for future long-term exposure. So says Sam's crysttal ball -- she's always looking out for us.