Global markets are in an abnormal imbalance. The threat of deflation taking hold in the EZ is a certainty and the US is just importing the same thing via their USD.
Now there are plenty of plum opportunities to be hard but the more imbalance there is the harder the Central Banks will try to keep all the balls in the air simultaneously.
Markets are now entering cycles of sharp gains followed by sharp corrections so always try to keep your eye on the big picture while you're fiddling with the little stuff.
