I am back from South Africa, recovering from jet lag and trying to catch up. I didn't see much worth noting this weekend, but I am finding some things worthy of your time today. This first is from my friend Chris Wood, Greed and Fear. Read the first four pages, then skim down about 3-4 unless you are interested in Asia, then find another good note later. Getting his view from Asia and talking to Asian money managers is useful. They are buying the dips, which I am also seeing here. This rally could last longer, but I think it is just that, a rally to be played. So enjoy.