My thoughts for December remain the same. I don't think the major indices are in trouble. But we are starting to see the leader and growth names get undercut while the Dow stocks outperform. This could mean january gets a little dicey.
Meanwhile, are you watching treasuries?
Didn't Ben Bernanke say he was going to keep interest rates down?
Nice job.
And a nice article from Forbes: Uh oh Ben, now what?
Thursday, December 16, 2010
Erosion of Risk Play
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