You Are Here.

Posted by

I love those maps at theme parks with the giant arrow saying “You Are Here”.  I usually get lost at those places, poor sense of direction being one of the primary side effects of funnel cake overdose.

Anyway, a look at the top performing sectors this year tells you exactly where we are in the cycle and what kind of economic environment the market is pricing in.  John Melloy shot me these up and down sectors for 2011:

Down: FINANCIALS, MATERIALS, INDUSTRIALS

Unchanged: TECH

Up: CONSUMER DIS, STAPLES, ENERGY, HEALTH CARE, UTILITIES

Now point to this map below of sectors / cycles and tell me where we are?

You Are Here.  In Early Recession.

 

 

 

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. https://thenaturalpenguin.com commented on Sep 15

    … [Trackback]

    […] There you will find 90394 more Information on that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

  2. sex commented on Sep 18

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

  3. bitcoin evolution commented on Sep 30

    … [Trackback]

    […] Find More Information here on that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

  4. bitcoin evolution commented on Oct 01

    … [Trackback]

    […] Find More here on that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

  5. bitcoin era commented on Oct 01

    … [Trackback]

    […] There you will find 62288 more Information to that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

  6. Mossberg Guns for Sale commented on Oct 14

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

  7. decksplate.com commented on Oct 19

    … [Trackback]

    […] There you can find 47678 more Info on that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

  9. Regression Testing commented on Dec 20

    … [Trackback]

    […] Here you can find 91915 more Info on that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

  10. Sexy commented on Dec 28

    … [Trackback]

    […] Find More Info here to that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

  11. Digital Transformation commented on Jan 16

    … [Trackback]

    […] Find More Info here on that Topic: thereformedbroker.com/2011/12/22/you-are-here/ […]

HowIInvestMyMoney