Drew Cupps
Drew Cupps
consumer continue continuing spend support
I think that the consumer continuing to spend will continue to support those fundamentals.
banana bit certainly country feels investors last leading market move moves percent republic sort thoughtful
It feels a little bit more like we're in a banana republic than sort of the leading country in the world with a 7 percent move up, 3 percent moves down last week. So it's certainly not a market that investors can do a whole lot with in a methodical, systematic, thoughtful way.
move sign strong
This is a big move to digest. I think it's a strong sign that we didn't go down 3 percent.
broad consumer digital exposure growth logic themes
We really like LSI Logic as one of the semiconductor picks. They have a broad exposure to consumer electronics, to digital cameras, to networking, to a lot of real important growth themes in the economy.