The Fred Report - Weekly December 9, 2013
We continue to be overweight and interested in XLI (Industrials) as opposed to the consumer sector ETFs (XLY and XLP). A smaller correction should happen sooner rather than later – and should the market defer this smaller correction it is setting up for larger risk in 2014. India and China continue to improve, suggesting EEM will ultimately resolve this consolidation in upside behavior.
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