Chart Of The Week: Cyclicals Vs. Defensives (Defcon?) – ValueWalk Premium
Cyclicals Vs. Defensives

Chart Of The Week: Cyclicals Vs. Defensives (Defcon?)

I noticed something particularly interesting during the stock market correction last week, and I don’t think many are paying this (enough) attention.  US cyclicals vs. defensives had their biggest fall in recent history, and this comes after a massive rally, and puts America joining the weakness seen across the rest of the world.  Read More…

Q3 hedge fund letters, conference, scoops etc

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