The industries on the full model are exceptionally defensive at the moment.
CABLETV
FURNITUR
GASDISTR
PAPER
REIT
SEMI-EQP
SHOE
TELUTIL
UTILCENT
UTILEAST
UTILWEST
Mr. Market is planning to sit on his couch watching cable-tv with his shoes propped onto the coffee table.
He's renting, with his resume printed on fine paper as he seeks a blue collar job in semi-eqp, and the only thing that's truly dependable are the utilities, utilities, utilities, utilities, as long as the unemployment checks don't run out.
If we are looking for an explosive economic expansion, this isn't quite how it should start...
No comments:
Post a Comment