ives were hitting record over bought signals with Financials and Cyclicals seeing the opposite. Against the ba

ritten that US corporates in aggregate (including Financials) hold ~$2tn in cash overseas, and their work sugg

s I suggested in dec of 13, start from scratch. A financail head of office. - brad could move to being richar

N s+ ico} [o>} Lop} 12>} Lo>} Lop} Q Q Q OQ OQ = =— mm = Oo Oo oO Oo Oo Qo Qo Q QoQ Q Q Q Q ~~ — ~~ _ = —N N N N N N N N N 0 85 25885852825 mum Tech (MO Financials oo nk? i > > > 2 > = ~~ ) Discretionary (QW Industrials TONNE NNN NN NN i Staples GE Energy ems |_argest sector weight in the S&P500 = === Current =