Going Well

Today was a pretty cool day in the market.  Financials were on fire today after an analyst at GS upgraded the sector.  FAS was up a cool 26%!  Taiwan has really taken off as well after the KMT allowed Chinese cos to buy a stake in a Taiwanese listed company.  Things are clearly improving (credit spreads, consumer confidence…) but with all the unsold houses still on the market in America… I don’t think we are out of the woods yet.

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