Few thoughts,
I think FLU is correct
The iphone/Smartphone bubble has been and continues to be so anyone living about 30-40 minutes from QCOM, sorry I think you live in bubble land again (add ipad to that list as well).
Cars are somewhat High ticket items.
Just judging by the fact there were four or five car spots for the super bowl, I got to think things are getting at least somewhat better.
Anything to do with social media looks to be heating up.
And really the Gov’s involvement with the financing of mortgages I think is just getting warmed up as well.
One more thought
If we attack Iran, everything goes out the window.
