Rising Oil Prices & Interest Rates Will Negatively Impact Stock Prices

Crude oil prices and long term interest rates are continuing to surge, yet stock market traders and investors are completely ignoring what this will mean for corporate earnings and stock valuations. (SPDR S&P 500 Index ETF (SPY), iShares Russell 2000 Index ETF (IWM), SPDR Dow Jones Industrial Average ETF (DIA), Nasdaq 100 Index ETF (QQQ))

U.S. Dollar: The Bearish Case

Right now everybody is talking about how the Federal Reserve is going to tighten, how they will be raising interest rates and they have not connected the dots that all of this is impossible with what Donald Trump and the new secretary of the Treasury are proposing to do. None of this can happen against the backdrop of rising interest rates, it is impossible! It can only happen if the Federal Reserve prevents interest rates from rising by stepping into the market with massive rounds of Quantitative Easing (QE). If people understood that, the Dollar would be falling and not rising.

Commodity Prices Are Going To Rise

I think that you are going to see a move up in commodities because of increased inflationary pressures brought by central banks all around the world. There will be a lot more inflation and commodity prices are going to rise substantially as paper currencies lose value. (Nymex Crude Oil Futures, United States Oil Fund LP ETF (USO), SPDR Gold Trust ETF (GLD), Market Vectors Gold Miners ETF (GDX), Market Vectors Junior Gold Miners ETF (GDXJ), Nymex Copper Futures, iShares Silver ETF (SLV))