The math looks really good in terms of the relation between price and earnings and sales, this is a perfectly good time to be long the market. Katrina Lamb More Quotes by Katrina Lamb More Quotes From Katrina Lamb There was a lot of negative positioning going into today in rate-sensitive asset classes. Katrina Lamb company-news I'd be surprised to see utilities going on a tear and for months being the outperforming sector. Katrina Lamb company-news The theme today is kind of wait-and-hold, you've got a couple of key numbers and a pretty crowded calendar coming up this week. If you're a taking positions, you're probably just going to want to keep yourself hedged. Katrina Lamb company-news Chinese ADRs will continue to be a dicey thing from day to day and I would not be investing today, but I would pay close attention to how domestic issues are being handled. Katrina Lamb company-news