The second half of 2006 is starting out with a healthy dose of uncertainty as the stock market's mini-correction from mid-May to mid-June keeps coming back to haunt investors. Fears of global central bank tightening, high oil prices and a weak dollar (to name a few) are still here, and they have intensified.Monday's market was a perfect example of this general lean to the downside, as early gains evaporated, particularly among tech stocks. While earnings season, which kicked off Monday, is expected to log another quarter of double-digit profit growth, the markets remained spooked by warnings from 3M ( MMM) and AMD ( AMD) last week and EMC ( EMC) on Monday. After trading as high as 11,174.47 intraday, the Dow Jones Industrial Average closed up 0.1% to 11,103.55, while the S&P 500 added 0.15% to 1267.34. The Nasdaq fell 0.62% to 2116.93, after trading as high as 2,142.36. After the close, Alcoa ( AA) kicked off the official earnings season by reporting a 62% increase in net profit at 85 cents per share. Revenue rose to $7.96 billion but missed analyst expectations for $8.02 billion. Alcoa's shares closed Monday down 0.42%, and were recently down 3.31% in after-hours trading. In typical fashion for this market, Monday's weakest stocks were in the technology sector. EMC fell nearly 7, while chipmakers were notably weak as well: AMD, Marvell ( MRVL), and Intel ( INTC) fell 4.46%, 5.70% and 2.05%, respectively. It was the more defensive sectors that outperformed Monday, highlighting strategist recommendations that investors take a less-aggressive posture. Consumer staples giant Procter & Gamble ( PG) gained 0.85% , Coca-Cola Enterprises ( CCE) gained 0.93% and Kellogg ( K) was up 1.93%.