A diary of the thought process behind my investment decisions
Keep An Eye On Emerging Markets
Emerging markets and China related stocks were the leaders to the downside for the past couple of weeks. I consider commodities, commodity stocks and material stocks to be a part of that trade. Yesterday, the emerging market related stocks bounced back hard and our markets finally were able to put on a rally that was sustained through the close. The emerging markets and related stocks might offer clues as to when this rally has run its course.