The Information Technology sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 144 mutual funds in the Information Technology sector as of July 15, 2014.

Economist Hyman Minksy argued that when a private sector accumulates too much debt, an economic system buckles. Supporters of his theories point to the catastrophic effect that sub-prime mortgages had on the 2007-2009 U.S. economy.

Techcrunch had an interesting article about the explosion of freshmen deciding to study computer science. But we believe that the boom is 'getting out of hand' and is beginning to reflect the effects of the technology echo bubble on Wall Street.

Scores of investors often regard Benjamin Graham as the grandfather of value investing. Even those who shun Graham’s methods of analyzing securities tend to revere quotes attributed to him.

Back on April 9, I talked about a “Great Rotation” away from momentum plays (e.g., biotech, Internet, small-cap growth, etc.). Where did the smart money go?

When U.S. stocks have struggled in 2014, the pattern has had a familiar ring to it. Small-caps have fallen harder than large-caps. Growth-oriented equities have dropped more precipitously than value-oriented equities. Meanwhile, consumer Internet assets have jumped off the proverbial cliff.