"We're happy that it passed, but we also know that the fundamentals over the next couple of months are going to be tough, " said Art Hogan, chief markets analyst at Jefferies.

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The third leg of our investment process is really to get to know the companies that we invest in, see what the new fundamentals are really like, compare that with the old outdated beliefs in the investment community.

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You know, we just think they have much, much better fundamentals than in the US or the developed markets, and yet they have got coupons or bond yields that are substantially above rates that you can get in, say, the US, Europe, or Japan.

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