Equities over-bought; Bonds over-sold. Maybe time for a little re-balancing.

Equities over-bought; Bonds over-sold. Maybe time for a little re-balancing.

Nice little professional 'Gathering Pattern' on Friday. It was slow, but eventually we got there.

Nice little professional 'Gathering Pattern' on Friday. It was slow, but eventually we got there.

Commodities and the Emerging Markets are top of the Rotation Indicator - and hopefully that strength will persist for the next 12 to 18 months.

Commodities and the Emerging Markets are top of the Rotation Indicator - and hopefully that strength will persist for the next 12 to 18 months.

Just follow the Professionals.

Just follow the Professionals.

$1.20 is the critical level on the British Pound and looks like we've tested enough to the downside and so should start a rally phase.

$1.20 is the critical level on the British Pound and looks like we've tested enough to the downside and so should start a rally phase.