kaltbaum email

No additions tonight. Not thrilled with the near term underperformance in the nasdaq…but maybe that is just AAPL.

 

Seems money flows continue into commodities and financials here…but really no leadership…just a lot of crap off lows. I did want to just mention CAM,COG,HFC,RRC in the OILS…that have potential if the oils can go bull market.