July 10, 2002

Over the years we've advocated using the futures markets to make inferences about market expectations. To determine which industry groups will benefit from our economic forecast, we apply, in an ongoing process, our Selector Methodology. Looking forward to the third quarter of 2002, our Industry Selector favors: Aerospace & Defense, Auto Parts & Equipment, Electric Utilities, Environmental Services, Houseware & Specialty, Industrial Machine, Insurance Brokers, IT Consulting, Movies & Entertainment, Paper Products. (full article attached)

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