SP500 Sectors
Evaluating how sectors perform relative to the entire index is an important analysis for more than one reason.
and for one year
The idea of economic expansion in the United States just does not come to mind. Business is not allowed to extract resources, safely or not; manufacturing is prohibited by government through its regulatory labyrinth and all other activities the various (Federal, State, Local) governments wants to operate. The credit markets remain in complete disarray because government is managing it and protecting the foolish risk takers who bet the farm, lost but have not been allowed to suffer the consequences.
Things America can export to dynamic growing economies are the sectors to invest in now and probably through next years election.
The politicians have put America at great economic risk and we cannot clean our House, Senate and Administration until next year.... and the current occupants don't seem to have the intellectual capabilities to solve 2+2.
- Who is the leader?
- How long have they been leading?
- Who is the laggard?
- How long have they been lagging?
- What is the dispersion of performance between sectors?
- Are there over-underweight opportunities?
and for one year
The idea of economic expansion in the United States just does not come to mind. Business is not allowed to extract resources, safely or not; manufacturing is prohibited by government through its regulatory labyrinth and all other activities the various (Federal, State, Local) governments wants to operate. The credit markets remain in complete disarray because government is managing it and protecting the foolish risk takers who bet the farm, lost but have not been allowed to suffer the consequences.
Things America can export to dynamic growing economies are the sectors to invest in now and probably through next years election.
The politicians have put America at great economic risk and we cannot clean our House, Senate and Administration until next year.... and the current occupants don't seem to have the intellectual capabilities to solve 2+2.
Posted by Bradley Fluetsch at 7/25/2011 7:43 AM 
Categories: Asset Allocation
Tags: SP500 stock equity America Congress Obama fiscal disaster
Categories: Asset Allocation
Tags: SP500 stock equity America Congress Obama fiscal disaster
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