The really bad stuff you might be cycling into will simply not hold up as well on a pullback.
We'll hit some kind of 'new normal' as the shock of the smaller paychecks wears off and consumers reset their priorities.
EBay is upgraded to 'overweight,' and homebuilders are initiated at Sterne Agee.
The retailer might be the last man standing in the consumer electronics space, but that doesn't make it a good investment.
Investors await retail sales data for a clue on US consumer spending.
Big Lots is both downgraded and upgraded, and Angie's List is initiated with an 'overweight.'
It may just be that the remaining firms that are the winners here.
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'We're not exactly in a uniformly strong market,' says the notably pessimistic newsletter publisher.
The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
Six weeks later, most Americans have forgotten about the 2014 tax season -- except those who didn't file by the April 15 deadline.
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