Although we very much like Latin America and Asia, we cannot forget about the natural resources. However as much as we like these sectors to be bullish on, we still cant find it attractive enough to pull the trigger.
We want to see much more pull back to get an entry. We know that whenever sectors have the run ups that we are witnessing, they do pull back.
Many will come out in open rebellion against these sectors once the pull back starts. that will be key to us getting on board once again.
Cash is a position and a position that would not be a bad p;ace to stay for the time being.
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