gotta pad myself on the back, after exiting EEM and BAK on price action (different reasons though... EEM was just lagging for a while, and BAK had one of those double barrel shot gun formations in the past few days.
The US is holding up so well... the market is saying something... just gotta listen.
Bonds will be weak for a while... all these emerging countries raising rates... bonds will suffer thru the whole cycle.
China has rolled over, India is dead, Brazil is hanging by a thread. Russia is still riding on oil. BRIC has crumbled.
Now I gotta find a way to exit my remaining EWZ (still way in the money, accumulated during the shake period last year), but should have dumped earlier... oh well, hind sight is 20/20.