We ought to be very, very careful where we put our money in because when the music stops, we want to make sure we're in the right position. Eventually we will run out of space in the cyclical stocks. They will come very far, very fast.

Frank Cappiello

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We're getting there now. People are putting money in bonds increasingly and not buying back technology stocks. This investor sentiment is getting nice and bad, and that's what we need to turn the market around.

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We'll have half of one percent now, maybe nothing next month, maybe something in July or August, ... But we're almost at the end.

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That's the technique to use -- but that's not really window dressing. That's just watching the big boys. Window dressing doesn't help the investor very much. All it does is cost them money.

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