Keep an Eye on Utilities

Many folks have tried to compare this move in the market and in Apple (AAPL) to what we saw in the spring. I disagree. Sure, Apple has been terrific -- but last spring, while that stock was making new highs every day, very little else was joining the fray. Just look at its 600-pound -- oops, I mean dollar -- sibling, Google (GOOG). Last spring Google was making a lower high while Apple kept on going; that is not the case today.

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