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.
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China is lagging,but it should soon follow suit...At least we know who the leaders are...In both boom & doom.
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Natural Gas....The Next Big Thing.
A couple of SCG minnows in Botswana worth watching ...SNY..MPE.
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Retail is having a comeback....MYR/HVN/DJS/PBG & others have declared a botom....A sign of good things to come.
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No real life in our favourite resource minnows.... Not yet.....Waiting for China to get its act together.
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