I am so skeptical of this rally tonight, I even question the validity of the alleged big increase in Chinese exports that was announced this weekend. Who on earth is increasing their imports? U.S. imports were down in the last report, and certainly China's largest customer, Europe, has not been ramping up its purchases. Congrats and good luck to the nimble traders who went into the weekend well-positioned.
This strikes me as Europe's version of America circa four years ago. So I'm into a USA all the way investment posture.