I don't think there was anything specific that jumped out to me other than general things that I think will benefit all stocks if they continue. So if stocks are heading up, I think we'll all benefit. If stocks are heading down, most of us won't. The issue is to figure out which way we are going to go by being realistic rather than blinded and euphoric by reading this article or that article just because it helps my own position. As I said before I'm overweight telecoms at the moment, for the first time in 4 years. But that doesn't mean I'm blinded at certain risks. So we'll see what happens. JMHO.
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