Technology and consumer discretionary are outperforming and there's only one way to interpret this. Those who research these companies and interview management believe these are the two areas where we'll see the best earnings reports and biggest positive surprises. GOOG was the first example. Financials are the primary laggard as money has continued flowing out of the sector during the third quarter. . . .
http://blogs.stockcharts.com/chartwatchers/2011/10/technology-and-consumer-discretionary-leading-rally-into-earnings.html
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