Likes Asian markets such as Taiwan, Singapore, Japan, South Korea, and Hong Kong. Likes commodity currencies like the Aussie and the Loonie, also Singapore. Likes commodities especially agriculture, precious metals, and commodity shares on a pullback. He sees a pull back in the SP500 to around 750 at most, then a rally toward 900. He believes that the triumverat of Bernanke/Geithner/Summers is a disaster.