We all need leadership.. 7 Mega-tech companies have proven very reliable, carrying Nasdaq to hefty 10.8% gains mtd – and with yields making fresh lows as I type/send this and the US$ on 10 week lows, we have reasons to believe… Here in Europe, we depend more significantly on China to drive our shares, but with the China Exposed Basket only 1% above its recent November relative LOW – a breakdown of trust may soon be confirmed (we are looking squarely at 12m relative lows from Burberry, Kering,…