This is an interesting chart in regards to sector rotation that we used in a recent presentation (and in numberous other publications). It details the percent duration during bull markets since 1962 where the relative strength of the sector versus the S&P 500 peaked. Technolology and industrials on average peak late in the bull market cycle.
We are
pleased to announce that from August 15-17, 2013 Laszlo Birinyi will be
speaking at the MoneyShow in San Francisco. Attending this event will give you
the opportunity to not only hear Laszlo in person but to also attend
presentations from other market experts like: Jim Rogers, Steve Forbes, and
Roger McNamee. Registration is free and can be found here.