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Scott Barlow
Scott Barlow
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Top Links: Goldman Sachs says ‘sell commodity stocks now’

A roundup of what The Globe and Mail’s market strategist Scott Barlow is reading this morning on the Web

Goldman Sachs published a research report that boils down to "sell commodity stocks now" so naturally I have a column in print suggesting the oil rally has room to run. To be clear, my conclusions were based on Merrill Lynch research showing that an upwards spiral in oil is likely in a "rising crude price causes short covering which pushes commodity price higher causing more short covering etcetera" kind-of way.