Hedgehunter

Wednesday Outlook: Commodities, Emerging Markets

I agree that we've seen BRICs fall out of favor and I visited Russia in 06 while studying the emerging economies of Eastern Europe. I wouldn't take a long position in Russia alone for at lease another 10 years, but what about EFA - has it seen the majority of its decline? I know your position is short, how far down are you predicting it will go?