Vay Out of Vack -- Even for a "V"

http://trendmacro.com/system/files/reports/20011210TrendMacroLuskin-MM.pdf
Donald L. Luskin
Monday, December 10, 2001
Unless a "V" recovery va-va-va-vooms into earnings and reflation hard and fast, we've got an unbalanced market that favors a shift out of tech stocks and into bonds.