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CNBC Mad Money September 2, 2014

Skriz developing in the market. We see it every day. The s p claimed. 05 , and the nasdaq advanced 3 . Ing itst its about the impact on world events. The market is going to distinguish between stocks that get hurt by the Ukraine Russia conflict, and the local advances. Bye, bye, bye. Were now in the process of discounting a pro tracted conflict in ukraine without a solution. It will keep controlling. Especially when our president is flying to estonia that war could be on the agenda. That cant be dismissed. Now this has been a brutal period for some stocks, and good for others. Hence why the s p 500 is breaking records with the gains by a changing of the guard out of international into local. Out of Economic Sensitivity into high secular growth, meaning a worldwide economic expansion isnt needed for companies to beat the estimates. Many of the United Statesbased companies roaring are now rolling over. The moneys pouring out of the internationals and pouring into domestic winners because

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