Friday, December 3, 2010

Business Cycles & Sector Rotation - Selection of charts

Source: stockcharts.com


Source: D.W. Dony and Associates Inc.



Source: Standard and Poor's

Source: NBER Research Paper

Source: John Veitch, CFA

_______________________________________

Bond Portfolio Allocation


Source: PIMCO educational section / BofA Merrill Lynch, JPMorgan, NBER

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