After the worst start to a year in U.S. stock market history, markets have spent the last five weeks bouncing strongly. The S&P 500 is 13.06% off of its lows, and the MSCI Emerging Markets Index has soared an eye-popping 23.51% since Jan. 20. Oil has recovered more than 38% since bottoming on Feb. 11.

It was only five weeks ago that I was reassuring investors not to exit the market altogether. After all, studies have repeatedly shown than we tend to exit at precisely the wrong time.