Marshall Acuff

The market is on inflation watch.

The market is on inflation watch.

The reality is that as we enter the new year, the big caps continue to dominate the market as they read more

The reality is that as we enter the new year, the big caps continue to dominate the market as they have for almost two years now.

The market continues to be uncertain about the underlying leadership after many years of being used to the big-cap stocks read more

The market continues to be uncertain about the underlying leadership after many years of being used to the big-cap stocks leading. We're also somewhat nervous about the earnings.

It's not clear that the Fed is going to move in June. Perhaps, the Fed moves late summer/early fall, if read more

It's not clear that the Fed is going to move in June. Perhaps, the Fed moves late summer/early fall, if even then. What is clear is that the economy's momentum, which was quite strong in the first quarter, is indeed slowing down It is also clear that profit momentum for the year is going to be slow.

You are seeing a broadening out of the market that we had not seen going from the 9,000 to 10,000 read more

You are seeing a broadening out of the market that we had not seen going from the 9,000 to 10,000 mark. This is a much more egalitarian market and that's a healthy development. It suggests a more sustainable market over time.