Weekly MOTR Report (WMR): “Some incremental improvement, but not a full green light for risk just yet.”

  • The quarterly Risk Gauge has ticked up to 6 from 7, and Infotech (IT) has worked into the #3 spot in our sector ranks. These are important indications that the market is beginning to navigate past the banking crisis
  • Software appears on the verge of joining semis as a key leadership industry. We await similar improvement from Internet and Health Care names.
  • Alas, the canyon between performance of mega caps and market breadth remains wide, and getting wider. While we can't let this keep us from participating. . .

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