Marshall Acuff

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.

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.

The issue with technology is, it's -- by definition -- change. You can't just go to sleep and say I'm read more

The issue with technology is, it's -- by definition -- change. You can't just go to sleep and say I'm going to forget it for 20 years.

The market is on inflation watch.

The market is on inflation watch.

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.