These look like good bullish setups: India and Peru. Maybe a pullback in both though, certainly SCIF looks a bit overbought here, but then again the November drop might be the handle on this cup.
Jeffrey Snider argues the reflation trade is going to have a "show me" moment soon.
Alhambra: The First Real Reality Check?
Art of the Deal – Trump Tells G.O.P. to Fall in Line or Be Stuck With Obamacare: Why Bother? - I expected another round of fruitless failure where appeasing the “Freedom Caucus” would be at the expense of moderates. Instead, Trump Tells G.O.P. to F...