Correction Overdone; Valuation Back to Crisis Level; Reiterate BUY Emerging Markets Monthly Acyclical inflation: What is down must come up? Valentine's Day sale MarFATM ENERGY: Take profits on tactical long WTI LATIN AMERICA STRATEGY: Mexico: The dichotomy between locals and foreigners Spec longs remain intact Asia Credit: Monday Tidbits - Rolling into the iTraxx roll COMMODITY QUANT STRATEGY: ron ore; no elements to call for a drop in price Mixed results, Carry the carry