"We shall not cease from exploration, and the end of our exploring will be to arrive where we started and know it for the first time." Little Gidding, T.S. Elliot EXPLORING AN UNCERTAIN LANDSCAPE While certainly not unexpected, 2016 has been a difficult year for markets; emerging economies are in a state of flux, global currencies are in gimbal lock and esoteric securities are once again raising red flags. Prior to the current disruptions, global equities enjoyed a prolonged period of growth largely propelled by exponential advances in technology... for better or worse, we've undergone a technical revolution. This is born out in the growth of the tech heavy Nasdaq which nearly doubled the already remarkable performance of the S&P since 2009. The tech heavy Nasdaq has almost doubled up the S&P over the past 10 years: Technology is beginning to look weak on a relative basis, however. Over the past two weeks, broad based indices have rallied and even pushe...