http://www.equityclock.com/2010/05/17/the-consumer-switch-strategy/ Is your time up? Wed, 03 Aug 2011 06:15:32 +0000 hourly 1 http://www.equityclock.com/2010/05/17/the-consumer-switch-strategy/comment-page-1/#comment-93065 Stock Market Outlook for August 3, 2011 | Equity Clock Wed, 03 Aug 2011 06:15:32 +0000 http://www.equityclock.com/?p=2336#comment-93065 [...] Tuesday was clearly a risk-off day with cyclical sectors leading the declines, led by Materials, Industrials and Discretionary.   One of the trades that we highlighted just yesterday on the TimingTheMarket.ca Forum was the Consumer Switch strategy.   The spread between Staples and Discretionary seasonally appreciates into the end of summer.   The trade performed exceptionally well on Tuesday as the Discretionary Sector SPDR ETF fell almost 4% on the news of contracting consumer spending.   Same-store retail sales for the previous month are due out on Thursday, likely dictating the direction of the discretionary sector through to the end of the month.   The article published previously regarding this Consumer Switch strategy can be found on this site at http://www.equityclock.com/2010/05/17/the-consumer-switch-strategy/ [...] [...] Tuesday was clearly a risk-off day with cyclical sectors leading the declines, led by Materials, Industrials and Discretionary.   One of the trades that we highlighted just yesterday on the TimingTheMarket.ca Forum was the Consumer Switch strategy.   The spread between Staples and Discretionary seasonally appreciates into the end of summer.   The trade performed exceptionally well on Tuesday as the Discretionary Sector SPDR ETF fell almost 4% on the news of contracting consumer spending.   Same-store retail sales for the previous month are due out on Thursday, likely dictating the direction of the discretionary sector through to the end of the month.   The article published previously regarding this Consumer Switch strategy can be found on this site at http://www.equityclock.com/2010/05/17/the-consumer-switch-strategy/ [...]

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