These look like good bullish setups: India and Peru. Maybe a pullback in both though, certainly SCIF looks a bit overbought here, but then again the November drop might be the handle on this cup.
Jeffrey Snider argues the reflation trade is going to have a "show me" moment soon.
Alhambra: The First Real Reality Check?
Lawler: Observations on the Recent Surge in Net International Migration
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Today, in the Calculated Risk Real Estate Newsletter: Lawler: Observations
on the Recent Surge in Net International Migration
A brief excerpt:
NOTE: Hous...
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