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In our last post we talked about the important things in life you should be saving for - retirement, medical emergencies, unemployment, etc. After reading that you may have thought, "How the heck do I save for all those things at once?" The answer (for most people) is you can't. But all is not lost.
The very tight relationship between economic surprises and the performance of cyclicals suggests
cyclicals may soon make a comeback relative to more defensive sectors.