I think the market is going to be in a position to rally going into the events of next week,
Right now the market is digesting some very good gains it's had over the last year,
When we get beyond the Fed's decision in August, it then opens up the opportunity for technology to assert itself because of its strong earnings growth and take the market to higher highs and higher lows.
If the Fed is just neutral, what's really going to move the market higher is more progress on the earnings front. You're going to want to be overweight in those companies that have the greatest underlying earnings growth, and that's technology,