excellent analysis, especially the commentary is just the right amout, precise and cool headed. keep going.
Yes, the crossovers are what I am waiting for, too. Have been in cash since last June, missed this run - especially strong here in Canada on oil, financials and materials which have been strong since November thanks to gold. Now 80% cash instruments yielding 3% due in mid July, rest in conservative dividend yielding stocks. will likely be re-risking on pullback.