Sunday, May 3, 2009

If the reflation trade is real....

Steel:

CLF, X, MT, RS

Aluminum:

ACH, AA, KALU, CENX

Oil:

CVX, COP, HESS, BP, DXO (levered crude oil etc, 2x the crude futures)

Oil Services:

SLB, RIG, DO, NE, KBR

Natural Gas:

APC, APA, DVN, CHK, UNG (natural gas futures etf)

Copper:

PCU, FCX, JJC (copper futures etf)

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