The technical picture for stocks has shifted from bearish into neutral, and our fundamentals-based sector rankings appear to have moved from bullish to neutral, as well. Thus, caution remains the order of the day until either the bulls or bears can find a catalyst -- and enough recruits -- to move the ball in their direction.

With about six weeks to go until the U.S. Presidential election, we enter the critical month of October in which Romney will be using all means necessary to move the swing states like Ohio, Florida, and Colorado from blue to red. The latest polls show Obama leading in these states, but everyone—especially investors—knows that it can all change during this final stretch of debates, campaigning, interviews, and commercials.