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?
Trump Plans to Slash Spending by $3.6 Trillion, Increase Military Spending, Balance the Budget in 10 Years - In a budget that provides insight into Trump’s thinking but is highly unlikely to make it through Congress, Trump Seeks to Slash $3.6 Trillion of Governm...