odd things

it's odd to see tech and retail moving in different directions

Michael Farr says

We remain relatively defensive. We continue to favor sectors such as Consumer Staples and Healthcare over the more cyclical sectors like Energy, Materials, Consumer Discretionary and Financials. At this point, I would say we are neutral weight in Industrials and Technology given their dependence on revenue outside the US. Within Healthcare, we favor companies that are less susceptible to government regulation. These companies include the medical devices manufacturers like Stryker (SYK), Zimmer (ZMH), Medtronic (MDT) and Patterson Companies (PDCO). We also believe the biotech industry could continue to outperform in this type of environment. Within Consumer Staples, we own Colgate Palmolive (CL), Pepsico (PEP), Procter & Gamble (PG), and SYSCO Corp (SYS). We also believe select drug store stocks are attractive (CVS/Caremark (CVS) and Walgreen (WAG)).

I guess I don't point at what I'm getting at..... I would stay away from Consumer staples, that is the sucker move. I was hopeing energy and materials were basing.... but my "Bear trap at 110" didn't happen..... it's defiantly time for panic

Healthcare.... I'm neutral on that, could be in a "dip" mode.
Industrials I like, we haven't heard industrials in Months.
Technology.... Seen the Nazdaq lately?