I could not be more content. I am sitting on my deck overlooking the ocean with a 24 ounce coffee, Barron's and my dog by my side. I am watching some awesome waves --three to four feet -- perfectly breaking into the very high tide. The tide is as high as it has been since I built this place last year (yep, I did indeed top-tick the real estate market!) That's ok with me though, given the fact that I am able to write this column on my laptop, with this view.Watching the power of the ocean, I can't help but think of the amazing flow of money into the commodity trade over the last 12 to 18 months. Like the tide, money flows in and out of sectors. I have to admit that even with the commodity bullish perspective I maintain, I am surprised at the massive investment flow.
Bolling: Ride Defensive ETF Trades Until the Tide Turns
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