Thursday, January 8, 2015

Round 2

Junk:

Emerging Markets Junk aka. "Sovereign debt"


Emerging Market Stocks: 


U.S. Credit Spreads "RISK OFF"
Three year wides and diverging from stocks on an unprecedented basis


When Canadian stocks peak, the U.S. rally ends, it's only a matter of time: 
Peaked in September


"NO WARNING"