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My Theme for 2013: “What if things are better”

Posted by nexvucapital on December 22, 2012

 

My Theme for 2012: “What if things are just OK”

S&P 500 2012 YoY Return16.28% (as of Friday December 21)

PRICE RETURNS BY SECTOR
Energy

1,418,059.73

538.03

-1.16%

1.47%

-2.39%

3.31%

Materials

455,786.20

234.35

-.81%

1.47%

.63%

10.69%

Industrials

1,294,957.87

328.97

-.63%

2.32%

3.02%

12.54%

Cons Disc

1,459,590.00

374.54

-1.01%

-.16%

1.16%

21.38%

Cons Staples

1,372,677.26

364.31

-1.01%

-1.59%

-1.53%

8.57%

Health Care

1,546,880.82

466.21

-.8%

.32%

.2%

16%

Financials

1,995,293.34

221.36

-1.15%

4.61%

5.37%

26.32%

Info Tech

2,433,133.23

464.49

-.88%

.02%

-6.08%

13.31%

Telecom Svc

392,635.89

146.08

-1.11%

-1.06%

-7.04%

12.52%

Utilities

442,148.92

179.61

-.53%

.85%

-2.86%

-1.84%

 

My Theme for 2013: “What if things are better”

Coordinated Global Growth will be the Biggest Surprise of 2013

http://news.morningstar.com/articlenet/article.aspx?id=579254#.UNYhQX_AvUE.twitter

China – already surprising with upside revisions

USA – already surprising with upside revisions

India– bottom in and turn in progress

Europe – stabilizing

Copper is getting ready to move…price being squeezed prior to a break-out…

Copper Weekly - December 22 2012

 

 

 

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