Where do you think we are?

I thought i'd start a thread about the economic cycle, and get opinions and insights from others who also trade in longer time frames. As you know when trading long term, sectors and industries become very important... and thus the economic cycle comes into play. All welcome to come and give their 2 cents.

 

I say we are moving into phase II of this bull market. The value plays in cyclicals are done. Growth investing starts from this day forward. Tech,drugs, and medical move up from here.

 

hmmm.... i been leaning towards that myself.... but just not sure it will start right now..... maybe a few more months?

 

https://flagship.vanguard.com/VGApp/hnw/FundsVIPERByType

The ETFS will show you the way. Look at YTD performance and you will see which sectors are strong and weak.

To drill down, go to "holdings" for that ETF and look at the specific stocks.

 

thanks hangingman...... i'm still positioned correctly it seams. (into consumer staples with a pinch of energy and a little dash of healthcare) .... however, am ready to bail and jump on high tech

 

I longed BBH today. Seems to be a forgetten play these days

 

BHH is a definite forgotten play these days.

 

Cramer came out and said to sell tech...... maybe my assertion was correct?.... that it will take another 4- 6 months??