The Equity Rally End Game, Demand Destruction

I want to take a moment tonight to take a broader view of the market and ask, what would end this trend in equity appreciation. My thesis continues to be that demand destruction caused by a surge in crude and other materials eventually puts the pinch on the consumer and topples the retail names. Before that happens though, you’re going to get a great chance to get long the energy and material names, so play the trend until it bends, video below…