Table of Contents:
1) If the US backs out before their goals are achieved, it will be a major loss. So, we don’t see it taking place.
2) The credit market problems are not going to go away.
3) We had quite a few excellent calls in Q1.
4) The S&P 500 and NDX 100 are following last year’s script in an eerie fashion.
5) The tech ETF’s are still at a critical juncture on the technical side of things.
6) Some specific tech stocks which could outperform if the market rebounds from current levels.
7) One sector which could/should be a “win-win” situation for investors going forward.
8) How the “Fed put” has made the markets much more vulnerable.
9) Potpourri…..Quote of the week from Warren Buffett.
10) Summary of our current stance.
