This is a market of extremes, and what you've seen is the extreme to the upside, especially in technology, and extremes to the downside in everything non-tech. What you have to do is to pick the better quality companies in terms of the value companies.

214

I'm riding with it.

207

You have to continue to buy the stocks that are leading the market, and for the foreseeable future, that means technology.

205

The major trend in the market over the last couple of weeks has been uncertainty. Uncertainty about the Fed, uncertainty about earnings, and we're seeing a continuation of that today.

178

The profit recession is here and people are still uncertain as to when things are going to come back. There's still a lot of nervousness.

170

It was a tumultuous day and a tumultuous end to a tumultuous quarter.

157

I like Boeing, which people forget is actually a defense stock, ... I think the defense industry in general is an industry that has gone through its boon, its bust, its consolidation, and there's an enormous amount of operating leverage now at the bottom line.

150

I think the productivity numbers you saw this morning lessen the fears in the marketplace about the Fed raising rates.

150

Psychology has changed dramatically since the March 10 high.

98