Hello. Is this the right reaction . Last thursday, cyclicals began to rally. We questioned whether it was the time to make that rotational call. So far, the bond proxies, consumer staples, utilities, theyre outperforming the cyclicly oriented type names. You come in this morning, you question whether you want to get back where you have the exposure to the cyclicals. Ive stayed with financials. I think thats the right play. Then the other question is what do you do with global cyclicals, which have far outperformed domestic. Is there more runway there . Do global cyclicals continue to outperform . Thats the question. What is your answer . The answer to that for me is dont leave the financials. The financials remain the biggest source of opportunity, both on a valuation basis on opportunity to drive earnings growth. To me, thats the one i stay with. There are others that i think are suspicious and questionable. I like joes calls on cyclicals. Theres a big question we just dont know the a
Stock Market | FinancialContent Business Page financialcontent.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialcontent.com Daily Mail and Mail on Sunday newspapers.
MIAMI, FL / ACCESSWIRE / April 4, 2022 / Less decisions, more food. Grublr is here to make deciding where to eat a whole lot easier. We live in a world of countless restaurants catering to a wide range
What election? California Democrats worry over recall apathy By KATHLEEN RONAYNE AND MICHAEL R. BLOOD, Associated Press
Published: August 2, 2021, 2:45pm
Share:
4 Photos Former Arkansas Gov. Mike Huckabee, a Republican, speaks in support of the recall of Calif., Gov. Gavin Newsom Calif., Friday, July 30, 2021. Huckabee, flanked by former California Secretary of State Bill Jones, a Republican, and Anne Dunsmore, campaign manager of the pro-recall group Rescue California, attended a fund raising breakfast for the recall campaign. While Democratic registration almost doubles that of Republicans in the state, Democratic Party leaders fear Republicans appear more eager to vote in the Sept. 14 election. (AP Photo/Rich Pedroncelli))