Investors may rotate into raw- material stocks in the Standard & Poor’s 500 Index after a gauge of commodity producers hit a “bottom” relative to the broader measure, according to Miller Tabak & Co.’s Jonathan Krinsky.
Peter Boockvar, the equity strategist at Miller Tabak & Co., is leaving the trading firm after 18 years to join Omega Advisors Inc., the $7 billion hedge fund run by Leon Cooperman and Steve Einhorn.
"There are not a lot of companies that can swallow EOG."
- Miller Tabak on Jan 16, 2013
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