Are you following the yield curve? It is flattening which is usually good for energy and banks, but bad for consumer discretionary, utilities, and telecom. The best returns for the overall market can occur at the end of the cycle.

Timing Business Cycles: What Performs Best During Various Yield Curves?

Submitted December 05, 2017 at 09:52PM by timemoneycom http://ift.tt/2jjjlwt