Market Predictions

Get your notepad out. Apple might not make it to $1 trillion.
The charts and the data don't justify a change in our "negative" near-term outlook.
I am recommending that you cease committing new capital to stocks.
The health care debate isn't about health care. It is about leadership and deal making.
Get your plan in place, but understand that the Republic is not in jeopardy.
At stake is whether the Republicans can work out their differences.
But that gives me no confidence to go long.
I would refrain from the long side of DG.
The Obamacare vote will be the catalyst for a move today, but whether there is a V-shaped recovery or a failed bounce is the question.
Their stores are fun and experiential to visit, and same store sales are growing.

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