Hurricane "Tapernanke" Leaves An Ugly Wake of Destruction...Some Visuals....

Today's 100-point rally in the US is welcome relief after the recent storm.  Coming days will be key as to whether the worst is behind us, or if today was just a respite before further assault! 

Consider some market damage done so far....
Start with the overall S&P.....

 

...then consider what's happened to Copper and Emerging Markets (VWO) relative to the S&P....

 ....then focus on a classic Industrial name, Deere, whose growth is very much reliant on global demand...

 ....Asia ex-Japan......

 .....how about a classic Transport in the US, heavily involved with transporting coal and other items related to global economic growth and infrastructure build-out....

...more EM....

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(Please note: This article is solely meant to be thought provoking and is not in any way meant to be personal investment advice. Each investor is obligated to opine and decide for themselves as to the appropriateness of anything said in this article to their unique financial profile, risk tolerances and portfolio goals).
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Additional Disclaimer: currently long many stocks/ETFs, including DE, NSC.  Positions may change at any time without notice.