- Market in Bull Normal; Market is Overbought on a short term basis
- Equities have broken through the previous swing high, with signs of confidence in Asia less Japan and Europe emerging
- US Dollar plummets to its lowest point in years.
- Precious metals, commodities, energy of any type are dominating, especially silver (which is beginning to look toppy)
- Rebalancingproject:
- Monthly rebalancing : next re-evaluation on/about 1 June
- 331 is holding EWA, MDY, IWM;
- 631 is holding EWA, MDY, IWM
- Quarterly rebalancing: next re-evaluation on/about 1 July. 333 is holding DIA, MDY, IWM;
- ETF2 notes: add a position in EWG (Germany) adjust stops
- Theoretical exposure is recommended at 100%;
- model portfolio remains at 100%
