- 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. . .
