This has been a great market in the smaller stocks . Stay away...

This has been a great market in the smaller stocks . Stay away from the top 200 and it's been money for jam the last month or two . There is a lot of interest in the better smaller stocks ,unprecedented in my view . I can't work it out ,this is a strange market.

Yellen completely stuffed up in her repartee last week and everyone at the Fed knows it because they've gone into damage control ,doing interviews ,soothing the nerves ,trying to get the spin right.

I'm neutral myself . They could easily hoover this up again if they wanted to. I doubt that I've ever seen sentiment so bearish so that's a big plus