More bullish was the fact US stocks didn't decline when jobs were lower. In reality, the jump in jobs should increase the chances of a rate hike which would be viewed as bad given TBTF banks and financials are such an enormous part of the market and as their rates for borrowing rise their interest to take even more risk gambling diminishes.

That said, most watching the Federal Reserve gave up on them ever tightening meaningfully until it is too late, and expect the next downturn to hit with the Federal Reserve totally unprepared and unable to do much besides to beg the powers that be to unleash yet more QE to let banks buy up the bankrupt assets of Americans yet again.

As always with the Federal Reserve's war on savers, there is not much left to buy that is safe thus people are being herded into REITs and other dangerous investments for yield. The issue is, do they know the danger? They certainly didn't when they bought safer high yield mortgage backed securities last time.

Finally a beam of light for the poor shareholders. Hopefully, it will last and the company is righting itself.

The fact we are near zirp and other countries are in negative rates itself shows the precarious nature of the market and everyone's economies at such low rates of growth also proves in itself the precarious nature of things. That said, zombie economies downward slide are incredibly stable however they are also sadly maligned from a free market economy and guaranteed to end badly. That's why they should be avoided.

That said, we have yet to see a strong enough event to make them pop. Two leading candidates are inflationary hoarding which is nil and monetary contraction caused by central bank actions which is almost inevitable because expansion can't go on forever without completely undermining capitalism and the fairness of the monetary system. That said, the Federal Reserve has a long way to go because politically and constitutionally they will have a hard time allowing negative rates on bank deposits (although they could issue Treasuries with it which would make you wonder who would buy them then) and Congress seems in no mood to support more QE given its already horrible track record of only enriching banks and bankers (exactly why the Federal Reserve seems to love QE).

It's good we didn't build more of the old style nuclear plants. The new nuclear plants are safer and later, even better ones will be built. Maybe someday we will get to fusion. It is wrong to promote technology before its right time. The slow growth of nuclear power was right. Only now it is becoming safe and more affordable. No one wants the old nuclear plants for a good reason, meltdown is very messy and costly. Much more than the value of the energy it produces.

Globally all property is overvalued merely due to artificially low rates that encourage it. However, given the low rates they are fairly valued. Thus you see how central banks are so much part and parcel to property booms and busts like what happened in the US the last downturn.

DB now wants to dump bad energy related investments. Anyone up for more bank garbage?

Good luck selling energy debt right now. Maybe they can create a high yield REIT like the US banks are doing to dump their housing liability since no one will fall for high yielding real estate junk bonds. Be wary out there dividend hunters.

I think you've missed most of the upside in this sector. With consumers cutting restaurant expenditures I think the disposable income market is falling down from rapid increases in housing expenses yet again. The Federal Reserve doesn't care since renal expenses have been nerfed again in inflation indicators. The real problem is housing inflation.

Long term commodities are undervalued and scarce. However, short term they are over mined and produced even at a loss in some cases. This is the case with oil as it is with potash, silver, etc.

If you care about the long term buying them is a good investment as long as it's not an ETF or some other vehicle interested in munching your investment away in management and trading fees. Companies that own these assets and are well run are the best bet. This includes Exxon, Potash, etc. That said, there may be short term volatility, but if these companies are doing ok in this environment they will shine brightly when people realize the world has limited supply of such commodities that can be acquired cheaply.

There is a lot of oil left in the world, but getting it out at even $50 a barrel won't last that long. If you worry about decreased use of oil buy a solar related investment as well. I welcome others to name other commodities and investments they think are good.