Report Detail Summary

The Third Quarter LJE Industry Selector

July 08, 2010

We generate two economic sector or industry specific forecasts: The likelihood that a sector/industry will appreciate and the likelihood that the sector/industry group will outperform the S&P 1500. From all this, a common sense strategy emerges: Buy inelastic (high beta) industries undergoing positive shocks and short inelastic (high beta) industries undergoing negative shocks.

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