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Re: OldAIMGuy post# 38141

Tuesday, 09/16/2014 2:04:23 PM

Tuesday, September 16, 2014 2:04:23 PM

Post# of 48301

Hi Allen, Re: Cyclical graphic..................

Thanks for your comments Tom. Actually I'm not going to do STYLE but rather MARKET SECTOR which I think is a better fit for AIM.

In reference to that chart, one could say that Healthcare and Utilities peaked this summer and have already shown some early weakness. If that's the case, then the cyclical chart is well to the right on the X-axis.

I put the numbers under the chart so we could have a somewhat better reference as to where we are in the business cycle. If I read your comments right, you think we are already in a bear market, somewhere around 70-75, but http://blogs.barrons.com/focusonfunds/2014/09/15/health-care-etfs-beat-the-market/?mod=BOLBlog seems to think that there is a ways to go yet before we get that far. What is the evidence you are seeing?

Best,

Allen

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