You want to pick, I get it. There are some stocks that have really been shelled and I can see that you want to make moves.
We just went over our Action Alerts PLUS club names for the fortieth time today and still don't' see that much to buy.
We are in a betwixt and between. You will be rolling the dice on tomorrow's labor number and I just don't want to do that.
All that said, my instincts are still to buy and not to sell because I simply don't regard the inflation scenario, the Fed scenario or the interest rate scenario as dire.
I just can't find all that much to buy!