I'm a returning subscriber from the 2005-2014 timeframe. Just listened to today's commentary. I'm well positioned in commodities and emerging markets (especially Indonesia and SE Asia). When the big tech stocks and dollar do finally rollover, won't that take down everything, including what I'm holding? In effect, is it better to sit and wait where I am -- or move to cash now and buy back into commodities/emerging markets when the current bull market in tech and the dollar ends? Would be grateful for any comment or guidance you might have. Thanks.
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