ajtj99's Market Pulse

[jdaasoc]

I am not counting them out in any sense. You just have to expect some flight to safety into larger caps like in 2000 in next 3 months as economic expectations get revised downwards.

You just have to expect that the way DELL SHLD RIMM are going today more sectors will follow in 10-20% corrections.

Not all proceeds of selling non S&P stocks like are going back in market into financials.

I see some lowering of allocation in equities.

Financials sector movement just short term trading nothing that most mutual funds would commit to on for the long term yet IMO.