Wednesday, March 26, 2008

Strength in a tough market.

Among my holdings, Apple, Adobe and Google are all three posting significant gains while most everything else is suffering from the weaker than expected durable goods numbers today. Why those three? Tech is the simple answer. Innovation is another slice. Creativity economy gets a bit more granular. And mobile web. Or, as I blogged a couple days ago, the intersection of those in the growth of creative nomads as a subset. Yeah, I know, I can be accused of doing the accounting to come up with the answer I want. So sue me. I still see it. Or, better still, I feel it.

No comments: