A bull's view of the rebound

Mid-week market update: As the stock market rebounded from a deeply oversold condition last week, a consensus is building that this is a bear market rally, and I am in that camp. A Google Trends search for "bear market rally" has spike to all-time highs.

The contrarian conclusions are either the rally will carry much further than anyone expects, or the recent bottom represented the actual low for the current market cycle. With that thought in mind, what should the bullish investor be buying?

The full post can be found here.