Sector Analysis

History tells us that as we come out of a bear market the leading stocks will not usually be in the same sectors that led the last bull market (though this could be sub-sector).

Moreover certain sectors are more sensitive to interest rate changes and recover first.

My perception is that general retails and construction are the places to be (eg. EBQ, ATK to name just two though there are plenty of other examples).

Any others?
 
 
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