With the serial bottom callers out in force as of late last week, I remain unconvinced until I see real pain in the new generals. Does it *have* to happen? No. But when people truly give up the ghost and we have a washout selloff, babies get thrown out with the bathwater and it's a great contrary sign. These are some of the names we should be looking to if/when that moment comes. (in order of market cap)
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Aside from this group the only sectors really working at this time are utilities, precious metal miners, any bond ETFs of every shape, flavor, and smell.
Long all names mentioned excluding Apple, Citrix Systems, Netsuite in fund; no personal position