Oil

From a techincal (chart) perspective, oil looks very strong. You can see "v" bottom from the Mid April lows and since that point a "stair-step" chart pattern forming. Note the two pink circles. It looks like a similar formation, where oil will have another "leg" up. From looking at the crude futures, oil looks like it can hit $78-80 on technicals. From a fundamental view, it's a bit rich at these levels.

I will be back later with my strategy for this week and next quarter.