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.

Now reality is beginning to sink in -- that Asia is basically a long-term workout. I really don't see much read more

Now reality is beginning to sink in -- that Asia is basically a long-term workout. I really don't see much relief from Asia for quite a while. I think we'll get tired of hearing about Asia before the year is over, but it's really earnings that's key. It's growth that's really the issue.

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 market is on inflation watch.

The market is on inflation watch.

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.