Performance update
The markets continue to bounce around.
1) Stocks have support from the technology companies, and we may see a little upside blowoff in the indices before the macros take hold again.
2) T-bonds saw the expected back off down to the 145 area as expected.
3) The dollar still may see a little sell off before the next up leg commences.
4) And, the oil bottom pickers still have faith.
NAV numbers and changes are:
2/10/15 EGH 9.45 – 1.56 % / EAH 9.86 – 1.40 % / S&P 2068.59 + 1.07 %
2/11/15 EGH 9.52 + 0.74 % / EAH 9.94 + 0.81 % / S&P 2068.53 – 0.00 %
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