Drew Cupps
Drew Cupps
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.
consumer continue continuing spend support
I think that the consumer continuing to spend will continue to support those fundamentals.
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.