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Stock Market Investing, 2 Trades for Slowdown in Cyclicals: Rosenberg


Rosenberg Research & Associates
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The S&P 600 and the Russell 2000 are falling behind the rest of the stock market.
Cyclical stocks were a great investment in the economic recovery, but some sectors are losing steam.
The economist who called the housing bubble thinks these are signs the market rally is stalling.
It s easy to see why investors have been so optimistic lately. Thanks to a terrible first quarter during the early days of the pandemic, stocks across the board are poised to report exceptional year-over-year earnings. First-quarter earnings announcements from the big banks this week backed that theory up, as Morgan Stanley, Goldman Sachs, and others crushed analyst expectations.   ....

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