刚刚看了个sector rotation model, John Murphy, the godfather of

intermarket analysis.

当economic sensitive sectors like industrials, cyclicals, materials and energy underperform, while Utilities, Health care outperform, 表明进入early recession. 熊市不远了。

明年可能是上半年涨，下半年跌。


2015 鱼翅，
utilities, gold mines best perfoming equity sectors.

financials, retailers will be the worst performing.

FED 不会加息，美国国债outperform again.

所有跟帖： 

• Yes, health care is a defensive sector -laboy- ♂ (0 bytes) () 12/30/2014 postreply 21:08:22

• 谁说的? -Tianyazi- ♂ (33 bytes) () 12/30/2014 postreply 21:19:03

• 经济危机来时，一直如此 -laboy- ♂ (0 bytes) () 12/30/2014 postreply 21:20:54

• 2008到2011年，我们的日子是不错的，到了2012以后， -laboy- ♂ (99 bytes) () 12/30/2014 postreply 21:25:16

• That John Murphy? I read his bible TA book 10 years ago -Labourse- ♂ (345 bytes) () 12/30/2014 postreply 21:55:21