Earlier today I was on the Benzinga morning radio chatting with Joel and Dennis about the current market environment. We’ve been pounding the table bullish U.S. stocks for almost 3 months now and fortunately the market has cooperated with us. Technology has been the big leader along the way and I think this theme continues. Meanwhile, money has rotated out of bonds as interest rates have risen with stocks over the past few months.
We discuss this rotation and some of my favorite names in the tech space. Here is the interview in full: [Read more…]