Strike that ...

... last Update post about more selling pressure coming today. Techs and foreign, especially Asia, were up 4%-7%. Smaller cap and value lagged in today's rally. This is simply more confirmation that large cap growth and foreign should be overweighted. One note though, Europe-based ETFs (I own EWO, earlier sold EWT) have not been that strong. This is worth watching, and could further narrow our style and sector selections.