If you look at GOOG and AAPL alone, you see market is probably in bear market. They are absolutely a horror show. If you hold aapl and goog, you should get out of your position entirely.
If you look at BIDU, PCLN, CMG, INFA, TIBX, LULU, and especially gld and slv, you probably think we are in a strong bull market.
Eventually the sticky battle will win out one way or the other. The more likely case is down ...
The question to ask is what is the best way to win out this bifurcated market? are you prepared if a bear market strikes?
Buy more gld/dgp ... before today's close!
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