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May 04 2010

Is It Too Late To Buy The “Early Cyclicals”?

  • May 4, 2010

One of the great contrary trades in recent memory may well have been the Consumer Discretionary stocks during the last recession and early in the recovery. The consumer had been written off, but these stocks have been the clear market leader. It looks, however, like the move may be running out of steam.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager