I suspect that there are many analysts anxiously going through their old e-mail files to see if they have any smoking guns.

Most analysts expect it to be a bumpy earnings season. A few negative surprises could cause a little indigestion for stocks.

We've received most of the files from the Highway Patrol and there's one more document we're waiting on.

Any story or macroeconomic factor that could damage those aggressive revenue forecasts is going to have an out-sized impact.

Folks are concerned that we need very impressive growth and earnings in order to justify the valuations that they continue to support.

Investors you should buy a mix of both old and new economy stocks. I don't think you should stick all of your eggs in any one style basket these days. I would also spread my risk between small stocks and large stocks.