False recovery

I have a fantastic run today, with large alphas.  However, this is deceptive.  We are so dependent on the Yankees printing money.  Once Ben decides it is no longer necessary, the ASX and AUD will come tumbling down.

I am not leaping into the market at the moment because I cannot comprehend it.  However, I do know that Chinese and European economies are not doing well.  Neither are those in South America.  Japan cannot rely on government for long term improvement.  And the Yanks are not out of the woods, yet.