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Jun 05 2015

It’s Getting Late For the Early Cyclicals

  • Jun 5, 2015

Our “Early Cyclicals” composite continues to perform so well—and at such a late stage in the market cycle—that we should probably consider changing its name. This group, which consists of retail, housing, and auto-related industries, is up 29% in the last eight months after stalling out for the first three quarters of 2014. Its “Late Cyclical” counterpart is up just +5% over the same time frame.


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager