The Daily Interview: Bull Vs. Bear Face-Off

If you were looking to get two more different perspectives on the market, chances are you couldn't do much better than talking to Charlie Reinhard, the senior U.S. investment strategist for Lehman Brothers, and Doug Cliggott, the chief equity strategist for J.P. Morgan.

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Whereas Reinhard sees the market rebounding in the second quarter due to rate cuts and opportunities in tech and financial stocks, Cliggott feels that slowing earnings will be a drag on the market for the foreseeable future and that tech and financials present the greatest risk to investors.

We spoke with both of them recently, posing the same questions about their outlook and views on the market to each. Here's what they said. ...