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Monday, July 17, 2006

Sector Rotation Update

Here is the weekly update on our sector rotation model courtesy of stockcharts.com. This week we see consumer discretionary, industrials and materials reversing from about 1% gains to a loss, and technology further extending their laggard status. Energy, consumer staples and utilities extend their leadership while health care goes into positive. Financials are stable with about a 2% gain. The trend towards defensives continue. Stay away from technology and consumer discretionary.



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