Jackson Hole seems to come at an opportune time for the rebound. I agree the emerging markets will lead in the rebound.
The rebound would gives us a fantastic opportunity to short. And when that time comes the emerging markets will also lead the downside as well.
Any thoughts on gold and silver? I feel like silver is in a rut right now probably hitting 36 before it attempts to make any push higher. All eyes on gold and its potential parabolic move this week. However if Cobra's concept of SPX hitting 1000 as a worse case scenario unfolds, it might be a baby 2008 deflationary period, bringing down gold quite a bit.