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Commodities have provided a higher return that financial markets thus far in 2014. Is that an important message from the market? Analysis of U.S. consumer price index suggests a strong possibility of rising U.S. inflation.

Our top scoring large cap stocks from 1 year ago produced an average 666 bps of excess return to the S&P 500 over the past year.

Agri-Commodity prices since the beginning of 2014 have been rising strongly due to the long-term bull market in Agri-Commodity prices and strong short-term demand for animal proteins and grains.

The average score across our large cap universe is 58.95 this week, above the four week moving average score of 57.29. The average large cap is trading -10.45% below its 52 week high, 2.67% above its 200 dma, has 3.7 days to cover short, and is expected to post EPS growth of 13.58% next year.

Today we are proposing a stock switch, from Ireland to Australia.