We don't often summarize market share in one word, but: ouch.

ENGADGET: Gartner and IDC: PC shipments tumbled over 8 percent in Q3, only ASUS and Lenovo escaped unhurt

To summarize, in an elevated stock market and facing an economy where economic growth is anemic at best, yes I remain short Europe, the big banks and emerging markets.

FORBES: Buy Float Shrink And Tech Stocks Whether Market Cracks Or Not