Markets in US & Europe look resilient...While everyone is anxiously waiting for "the crash"...They will have to wait a bit longer. The "Big Rotation" from bonds to equities haven't materialized yet....Volumes are small. ------ China is lagging,but it should soon follow suit...At least we know who the leaders are...In both boom & doom. ------ Natural Gas....The Next Big Thing. A couple of SCG minnows in Botswana worth watching ...SNY..MPE. ------- Retail is having a comeback....MYR/HVN/DJS/PBG & others have declared a botom....A sign of good things to come. ------- No real life in our favourite resource minnows.... Not yet.....Waiting for China to get its act together.
