Over the past year, if you didn't own stocks in Metals, Mining , Coal or Oil companies, chances are your performance was not very good. Looking at the stock market cycle, all of the above mentioned groups perform at the peak of the stock market cycle. My analysis is telling me that we are at or near the end of this bull cycle.

Today, I am selling Anadarko Petroleum (APC) at a price of $80.53. We bought APC on Nov 4th at $68.50. The 12.03 point gain represents a 17.56% return in 3 months, annualized the gain is 70.24%.I will be looking for other opportunities to take profits in the oils as well as Consumer Cyclicals in the coming weeks.

Today, investors celebrated a better than expected employment report. The Dow Jones Industrial Average closed up 107.52 points, while the Nasdaq Composite Index rose 12.21 points. The distrubing part of the rally is the leadership. When leadership is driven by commodity related companies, that says the governments read on inflation is either way off, or we are being lied to. I'll side with the latter.

Oil ended higher, closing up 4.4 percent higher on the week to $53.78 a barrel. OPEC will reassure the world oil market Friday it won't cut output at current price levels. Oh isn't that nice of them. As much as each one of us likes to think we are in charge of our own lives, we find out differently when energy prices spike.