• Michael A. Gayed, CFA
    If its a real trend up, why are Treasury (TLT) yields still at panic levels? Defensive sectors (XLU, XLV, XLP) outperforming for the week?
    12/22/11
    Reply (3)
    • Josh Krause: Agreed. TLT is up big today, same action as Monday. UUP is also up. TWM underperforming as well. Still not playing it, burned too often.
      12/22/11
    • RobinLonghog: SPY goes to 130-135, TLT goes to 110. After this rally, get short.
      12/22/11
    • Ocean Man: Defensive sectors are where the timid money goes when it first comes back from the sidelines.
      12/22/11