Maniac in Motion

Bespoke's U.S. Sector Snapshot (4/25/08)

Energy stocks are moving directly in line with energy prices, and will only pull back once oil prices do. They are hardly following underlying fundamentals, but why would I complain.

I also think a Fed rate hold will reduce commodities prices, which will bring materials back in line.

Payrolls Drop - And You Ain't Seen Nothin' Yet

It's the reality of the economy. It's easier to embrace it, and choose stocks accordingly.

Why buy GRMN when you know everyone needs to buy groceries from WMT before they buy an overpriced electronic map.