I have written a lot about looking down the road to what might be coming, then following the event as it starts to play out and thinking about portfolio shifts in that context.One thing we all need to think about is that at some point the financial sector carnage will end. When it does it will make sense to go heavier into financials. This is not intended to be the usual shopping list hooey that you hear about on the network every time the market drops 1% but more about the idea that after what is shaking out as a real sector beatdown but that the group recover at some point in the[...]
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[Source: The Money Blogs]
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