Strategy - Watch the Small/Med Caps.., page-3

According to the SPX sector rotation model it is now time to get into TECHS.

When looking at the model you will see 1/ financials falling and 2/ techs bottoming with the general market.

The model can be gleaned here:

http://stockcharts.com/charts/performance/SPSectors.html

The model points out a very important fact, that capital markets lead the economy in their respective cycles by an average of 6 months. There are some issues with some techs such as the valuations of chip makers, but I think cheap software, media, networking and hardware stocks are worth a look. I will be buying ORCL and CSCO call options very soon.