WEEKEND MARKET NOTES
We continue to believe this remains a very split tape…regardless that some major indices are in new high ground. Bounces aside…and to be clear, all these areas are deeply oversold…we continue to avoid: Gold/silver, real estate, utilities, beverages, food, household products, tobacco,emerging markets, apparel, medical supplies,medical equipment, pharma, solar, big telecom, big cap tech/internet (Facebook,…