Portfolio Theory $DBC $EEM $IWN $IYR $PLW
A weekly look at the five most liquid but least correlated ETF’s (excluding inverse’s).




The weakness in Treasuries and strong bounce in oil suggests a major shift in market sentiment. If commodities can sustain a rally amidst increasing bond yields, the emerging market economies will be the greatest beneficiaries. As always, trade what you see and not what you think.