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The art of economics consists in looking not merely at the immediate hut at the longer effects of any act or policy; it consists in tracing the consequences of that policy not merely for one group but for all groups—Henry Hazlitt

Showing posts with label sectoral performances. Show all posts
Showing posts with label sectoral performances. Show all posts
Sunday, February 26, 2012

Phisix: Expect A Breakout from the 5,000 level Soon

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The neurotic cannot endure life in its real form. It is too raw for him, too coarse, too common. To render it bearable he does not, like the...
Sunday, January 22, 2012

An Inflationary Boom Powered Phisix Bullmarket

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It is important, first, to distinguish between business cycles and ordinary business fluctuations . We live necessarily in a society of con...
Wednesday, January 18, 2012

S&P 500 Sector Performances: Technology Sector Remains the Leader

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Another great insight from Bespoke Invest (which includes the charts below), The Technology sector ended the year with a 19% weight in...
Friday, January 13, 2012

US Equity Markets: Sectoral Rotation

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I have been pointing out how asset markets have increasingly been driven by monetary factors, which leads to the interim relative price ch...
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