Friday, February 1, 2013

Buy Signal: Top Hedge Funds Are Moving Into Energy




According to Dr. Kent Moors  There is an easy way to find out where the market thinks a particular sector is heading: Check out the movement of futures contracts held by top hedge fund managers.  These days the signal is clear and pointing in one direction. It's in energy.

Reports have recently surfaced that hedge funds are moving into commodities in general, and energy commodities in particular. What's more these moves are more bullish than at any time since midsummer.
The reason is the same one that we have been discussing for several months. Demand is coming back more quickly than anticipated.   Energy spikes usually start that way. Indicators of market resurgence seem to rush onto the scene, catch analysts by surprise, and the acceleration begins… 

Two elements have emerged over the past several days that finally require the pundits to catch up with us.
First, it is becoming impossible to ignore what is happening in the U.S. and China. Both markets are moving up, with that direction intensifying of late.  In the U.S., forward economic indicators are developing into a bull market signal.  But it's the second factor that everybody will be talking about this week…..

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