In periods of uncertainty or crisis, markets do tend to perform together. Over a time frame of five to 10 years, that volatility would ease and diversification between markets would become more visible.

Jay Pelosky

Crisis Time Uncertainty

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If the crisis continues, it could create an image of instability and uncertainty in Thailand.

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What the Fed is doing will limit the downside rather than propel the upside. We're getting to that part of the cycle where we are really becoming worried about earnings.

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There's lots of earnings growth, and the stock prices don't reflect that.

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Once we get through the uncertainty, we could have a real powerful move on the upside.

Last time, the market could handle uncertainty as there was a lot of slack but now because prices are so high, the market is not equipped to handle unplanned events.

TimeUncertainty