Long

Emerging markets reversal to be favored again?

EEM has 27% weight in China and 18% in Taiwan. Seems like peace may be on the horizon? Or, India is picking up the slack (17% weight).

Note

Looking really good here.

Note

Just needs to clear that 50M VWAP

Note

This continues to develop really well. Big move up and now we're consolidating. I fully expect us to get to $59 again or close to it. Big question is China right now weighing this down. But, they are doing massive stimulus and pulling some playbooks from the USA during the 08' GFC. As our rates come down, we should see more of that demand come back that helps China. We'll see. I'm still long.

rfc4

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rfc4