http://seekingalpha.com/article/99388-web-ad-revs-up-15-2-in-first-half While boo hoo hoo doom and gloom media continue to fret over mental recesions, a fake crdit crisis, and non credit crunch online ad revenue contines to surge. If there were are real recession that woudn't be the case. This is proof the US economy is still fundamentally strong.
That's only for the first half of the year. It'll be slightly more interesting to see if the growth rate drops of for October and the next few months.
His article is what caused the rally, the market really CARES about online ad revenue from 6 months ago
its not justonline ad revenue growing but tech in general. This is the most lopsided fake recession ever.
Only because print and TV revenues are falling off. Its a displacement of one medium to another. Nothing "New" is being created here.