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Editor's note: This is an excerpt from CEO Keith McCullough's morning research. For more information on how individuals can subscribe click here.

After dropping another -1% yesterday, the Russell 2000 (IWM) is right back into the red for 2014 year-to-date (down -4.2% from its all-time #bubble high of 1208 in July).

It's Still an Illiquid Small Cap Bubble | $IWM - ben11

Stay with:

  • #GrowthSlowing Long Bonds (TLT, EDV), 

  • Consumer Staples (XLP) 

  • Healthcare (XLV) and 

  • REITS