Nothing much going on this Friday - market dead in the water. RIO results and the Chinese GDP number didn't pop the resources sector after all. Still in cash in the SMA's. See the risk of the market falling higher than the risk of it rising - it goes sideways in the meantime. The message from the bond market (record low yields) says something very different to the US equity market (all time highs). Which market do you believe? House prices going down, unemployment going up...nothing to laugh at at all. Look out for Ben's WEEKLY SECTOR CHARTS section today - a look at the tides under the market surface. There's always something to buy. You might find it in there. Don't forget Ask an Analyst at 5pm with Henry. I'll be back tomorrow with MARCUS WEEKEND.