Utilities trade over? What the NFP numbers mean for the next few months.

Some thoughts on China, Oil, XLU, and a couple of special situations

There were three market events this week….well there were actually hundreds of market events and news, but three things that I think are important and need to be commented on. Continued China bullishness, Oil positioning/the middle east, and the latest NFP numbers. All three of these have changed the nature of what factors/sectors/investments that will…