This is not to say that defensive sectors of the market are not modestly overpriced relative to more cyclical sectors or that, when faced with paltry rates on bonds, some investors have not taken to chasing yield where they can find it.
Another common refrain is the increasing capital intensity of LS relative to other sectors.
More signs of consistency in our funding patterns relative to other sectors.
From a stock specific standpoint, continue to narrow your focus onto sectors showing relative strength and weakness.
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Sectors exhibiting relative weakness below all moving averages are the ones with the least institutional support.
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The additional employment due to the Recovery Act has therefore almost certainly produced relative expansion of such procyclical sectors, while countercyclical sectors, such as utilities, health care, and government, have seen their shares of total employment shrink relative to what would have been seen in the absence of stimulus.
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For there must be changes in relative prices, in employment in sectors, as a result of the introductions of those new technologies.
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These sectors were showing extreme relative weakness well before the Fed spoke, and sold off more aggressively in the last hour of Wednesday trading.
Its true that our biotech deals tend to raise more than internet startups, but the relative capital intensity vs all other sectors has been incredibly stable.
"Markets are now focusing on potential weaknesses in euro-zone states whose banking sectors are very large relative to their economies, " said Christian Schulz, an economist at Berenberg Bank in London.
Two of the sectors with the best relative performance for most of 2012, the Select Sector SPDR Financial ( XLE) and the Select Sector SPDR Consumer Discretionary ( XLY) were up 28.4% and 23.6% respectively in 2012.
The decline into the June lows and the rally into the early-July highs have caused some significant changes in the relative performance, or RS analysis, for the major sectors.
Relative prices have changed, and so has the importance of different sectors of the economy.
Recent moves to curb bank lending have included forcing firms to provide a bigger portion of any investment in overheating sectors themselves, and ordering banks to keep more cash relative to the size of their loan books.
This is an academic exercise to be sure, but it does allow for a wide variety of relative comparisons when looking at individual equities as well as industry groups, sectors, and indices.
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This new security situation, the ongoing reduction in tariffs and the relative low cost of labor force will be translated into an increase in foreign investment in sectors such as gold and coal mining, oil exploration and manufacturing, to name a few.
There are some, however, who believe that other sectors of the British economy, such as manufacturing, are actually hurt by the huge relative size of financial services, because the City sucks in talent and its earnings keep sterling at a higher level than is comfortable for exporters of good and non-financial services.
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