While the stock market fluttered around last week, directionally it moved lower throughout the week, with all three major market indices drifting lower for the week. While it wasn’t a huge move lower, it’s evident that April is not off to same start as March — month to date, the S&P 500 is down 0.8%. While we’re less than halfway through April, there has been a shift in the conversation as the investment community has finally come to realize the degree to which the domestic economy slowed during the March quarter, a point we’ve been making here for quite a while now and the driver behind many of our market-defensive positions in the Tematica Select portfolio, which we were rewarded for last week. 

from Forbes – Tech http://ift.tt/1VI8GZ0
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