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.
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.
catalyst clearly feeds today
Clearly today the catalyst was the better-than-expected productivity report. All that feeds into the techs.
episodes market run seemed straight sure week
I'm not sure that we're going to see the market run straight up as it seemed to be doing in the first quarter. There are going to be episodes when we feel better, as we do today, and there are going to be episodes like this whole week ago, when we feel uneasy.
caps folks larger maybe mid money pushing towards valuing
More and more folks are pushing money towards the larger caps, maybe the mid caps as well, but they're valuing liquidity much more highly.
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.