Zeev's Turnips Patch-No Politics (ZEEV)

[armed and dangerous]

I think we keep going because the defensive areas for the last two years are getting killed:

Sector Losers
General Merchandise/Home Improvement Retailers: WMT -4.4%, TGT -4%, HD -2.4%, LOW -1.8%... Speciality Retailers: CHIC -4.7%, BBY -4.6%, ANF -4.6%, CHRS -4.3%, HOTT -4%, PLCE -3.9%, PSS -3.7%... Restaurants: DRI -12%, PZZA -6%, SONC -6%, APPB -3.3%, EAT -2.8%, WEN -2.1% ... Insurance: HIG -9.6%, ACE -3.7%, XL -3.3%, RE -1.2%, AIG -1%... Homebuilders: BZH -3.1%, LEN -2.5%, HOV -1.6%, PHM -1.5%.