CNBC Fast Money May 16, 2016
All year long. That is a rally of energy and materials. This was called the dash for trash trade. Is it now the Global Recovery trade. Its the global reflation trade. Whether it means the worlds okay or not, i think are two different questions. Whether these things were oversold or not is part of the story. The fact that i think commodities have put their bottom end, and thats im not going to hedge it saying it depends on what the dollar does. We come to a place where a lot of supplies have been taken offline. Youve taken a lot of supply in the oil space. Youve got bankruptcies. Places that th...