There is no visibility ? management teams are coming out and saying we have no visibility but we think the second quarter is the bottom but they have no idea.

337

It's pretty evenly divided between short-covering and a lot of big money moving back into the market. There are a lot of big institutions that have had cash on the sidelines and are putting money into the market pretty aggressively because they don't want to fight the Fed.

207

The volume isn't overly heavy but there are a lot of orders on the trading desks backing up what's out there right now. There's a lot of committed capital on trading desks that's trying to be put to work.

205

Two of the sectors we think will drive the market higher are the financial stocks, in particular investment banks and brokers, and certain parts of technology.

195

You have two very powerful opposing forces in the market. You have the Fed being very aggressive, lowering interest rates and throwing liquidity back into the market. And you have underlying business trends throughout most of the economy that are awful in many industries and show no signs of improvement. You have to take a side.

141

We may be early here but we're also adding money to the semiconductor stocks, which have been volatile to say the least. It's better to be early than to miss the ride here and we don't see a lot of downside.

134