I weathered last week’s selling well due to residing in old man stocks like DELL. Unlike in 2008, when extended commodities rolled over and took equities down with them, last week the market showed more signs of rotation within equities as an asset class. As I profiled last evening, the REITs are acting quite well here and set up impressively. Moreover, the onus continues to be on individual stock selection, including well set up charts like LVLT GRMN RSH WSM.
