03-28-2014, 11:10 PM
On Wednesday, I noted that the recent decline in the so-called “momentum” stocks--particularly in the S&P 500 Biotechnology, Internet Retailing, and Internet Software & Services industries--has raised fears that this might signal a market top. I noted that the S&P 500 remains near record territory despite the weakness in these stocks and that investors may simply be rotating into stocks with lower valuation multiples.
Rotating Into Systems Software - Business Insider
Once this year's harsh weather has faded, the U.S. economy could be poised for a breakout year — its strongest annual growth in nearly a decade.
Why economists say 2014 could prove breakout year - Yahoo Finance