Skip to content
Sep 14 2020
Of Special Interest

Consumer Discretionary: Neither Fish Nor Fowl

  • Sep 14, 2020

The combination of rebounding economic activity and a surging (peaking?) enchantment with mega cap growth stocks is pressing investors to make an important tactical call: whether to take profits in some highfliers and shift assets to sectors with more cyclical exposure and better valuations.

tags

Consumer Discretionary Cyclicals Amazon Value Consumer Discretionary S&P 500

Login

For full access, please enter your credentials.

About The Author

Scott Opsal / Director of Research & Equities

Scott Opsal Director of Research & Equities

Scott is Director of Research & Equities for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.

Perception for the Professional
June 2025 Issue

Featured Articles

Sector Navigator
June 2025 Issue

Recent Tags
[ALL]

Selloff (1) Recession (70) Growth (120) Value (132) Germany (4) Dreams and Nightmares (5) Yield Curve (86) Election (11) China (45) Dollar (56) Gold (84) Easing (1) Market Rotation (2) CPI (171) Inflation (585) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1)