Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : President Barack Obama -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (115404)	6/18/2012 10:38:27 AM
From: tejek	Read Replies (1) \| Respond to of 149317

The smart money seems to be split over whether the defensive or cyclical sectors will drive the stock market during the second half of 2012. But one thing is clear - companies that cater to U.S. consumers will lead the charge. "Investors are insulating themselves from the problems in the rest of the world by owning parts of US-based companies that do business in the states." says Joe Zidle, portfolio strategist for Richard Bernstein Advisors in New York. "Everyone loves to trash the U.S., but contrary to popular belief we are further along in our recovery than the rest of the world. Relative to our asset allocation benchmark, we are massively overweight in the U.S. right now." Scott Wren, senior equity strategist for Wells Fargo Advisors, agrees domestic stocks will benefit over the next few quarters from growing consumer confidence in the U.S. economy, and worries over the eurozone debt crisis read more........................ finance.yahoo.com