We recently published our latest quarterly commentary, which includes some discussion of the "growth hole" that we have noticed in the market over the past several months (corresponding to a phenomenon that stretches all the way back to the bear market of 2000 - 2002), even as some of the major stock market indexes make new highs.
Check out "New Highs! Again, and Again," at the Taylor Frigon website. Other commentaries from previous quarters are archived here.