Marshall Acuff
Marshall Acuff
almost caps continue dominate enter market reality
The reality is that as we enter the new year, the big caps continue to dominate the market as they have for almost two years now.
catalyst clearly feeds today
Clearly today the catalyst was the better-than-expected productivity report. All that feeds into the techs.
issues major resolution year
I think this could go on for another year or more. There is no short-term resolution of the major issues in sight.
investors run stocks strategy technology work
Investors shouldn't run away from the techs. The long-term fundamentals for technology stocks are super. So the strategy is to work into the area.
call excess healthy market mind orderly overall period point relatively taking
We're going to get to a point where the market is going to stabilize. Keep in mind that really what's going on is that we're taking excess out of the market, and we're doing it in a relatively orderly fashion. In the long term, I think this is very healthy for the overall market. I would call it a period of rebalancing.