The beauty of inter-connected markets, the theory goes, is that investors can add or remove money from local economies and follow the bull markets, wherever they might be.
When Brazil is hot, investors can place their money there and samba their hearts out.
When China is booming, guess what… the money will be headed East and dining on General Tao.
But what happens the US takes a hit?
The entire world falls apart.
Where do you go when America gets toppled?
Here’s what I think, there is way too much money on the sidelines; capitalism’s invisible hand will prevail.