The Fed Titans, Emerging Markets Get Smoked

If we'd spoken a year ago, eric, if i'd said, luck eric, oil's going to be above hunte box. Us Treasury yields will be three %. The s going to be very hawkish, or sound at least sound very hawkish. You kow, the yen is going to get crushed. And if i told you, and by the way, you're going to massively out perform us. Treasuries by owning brazilian bonds, thay'll be up for the year, and indian bonds, they'll be flat. These are the guys that are actually benefiting from the degobilization of financial floes. So it tells you