As I wrote last Thursday, the aftermath of the fiscal cliff deal requires some restructuring of energy sector holdings.
We are currently in a brief period between crises. Nothing was resolved in the eleventh (and a half) hour compromise.
The truth is there are still three huge fights on the horizon – revisiting the sequestration (automatic spending cuts) portion of the fiscal cliff, spending versus taxation in the budget, and raising the debt ceiling.
All will hit by early March.
Keep on reading: Four Timely Moves For The Next Three Crises