Clearly I've got to leave the country more often.
The market bottomed and began to rally just as I left for India on February 6th. Since then, the S&P 500 has rallied 5.8 percent. The Dow Jones Industrial Average is up more than 800 points. Even emerging market stocks have rallied.
Despite poor economic statistics, most recently January U.S. retail sales on Friday, the rally has been largely off of cyclically oriented names.