Gold stocks have broken their downtrend.

Platinum uptrend is intact.

Mortgage REITs have continue to rally even with rates heading higher.

Foreign bonds corrected as the dollar rallied but have built a base for a move higher - if the dollar rally is over.

Mortgage bonds recovered some last week.

Emerging market stocks appear to be breaking out. I still favor emerging markets for the long term over US equities.

European shares continue to lag; for good reason if you ask me.

EAFE small cap is also breaking out.

Homebuilder stocks are still in an uptrend. I know its a hard trade to put on, but the hardest ones are often the biggest winners.