The free market is at its best when everybody works in a fish bowl and tells you their point of view... The hedge funds and portfolio managers have a right to do this... We've muted the analysts and their presence in the system.

Always keep your portfolio and your risk at your own individual comfortable sleeping point.

The view is that the market could withstand a 25 basis point rate hike.

For my point of view, the brightest spot they're showing is in the chipset market. This has, historically, been a place where they have to demonstrate strength in order to protect their low-end markets. And they're finally breaking into the market in a large way.

Nothing's beautiful from every point of view.

An outsider's point of view is always handy.