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Strategies & Market Trends : Value Investing

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To: Graham Osborn who wrote (57114)	4/6/2016 5:16:19 AM
From: Ditchdigger	Read Replies (1) of 78666

Always appreciate your opinion Graham, although I believe you are disagreeing with a point I wasn't making. "I don't think just because a sector is correcting or entering a bear market means it is the time to rotate in" My point (which I know I'm failing to express) is more about the relationship the 3 sectors discussed, healthcare,utilities, and cons.staples have to each other on the rotation/eco cylce model. Again, I think there should be a tendency to rotate back to the historical norm on the model. But I've been wrong before,could be wrong now and most certainly will be wrong in the future. I'm going to risk backlash from Paul for posting this chart of XLV and pre-appoligize for my sins. One way or another, we are at an inflection point imo. All the best.

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