May 14, 2013 by Enis • Commentary

While there has been a rotation from defensives to cyclicals in the past month, health care is still the best performing sector in the U.S. market this year (up about 22% when measured by XLV). …

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January 28, 2013 by Enis • Commentary

With financials earnings essentially over, the focus shifts to other sectors.  Here is the contribution to S&P 500 earnings by sector:     Financials are the largest contributor, at around 19% of S&P 500 earnings, …

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