kaltbaum email

This recent move up has been mainly commodity driven off the lows…with not a lot going on in growth-stock land. In fact, most growth leaders just sitting…with a couple exceptions that popped on earnings and got quickly extended. Speaking of extended, market may be near term extended and it sold off kinda easily at the close today.

 

The longer growth sits, the better as it will set things up for when they are ready to ramp.