Where do you think we are?

I thought i'd start a thread about the economic cycle, and get opinions and insights from others who also trade in longer time frames. As you know when trading long term, sectors and industries become very important... and thus the economic cycle comes into play. All welcome to come and give their 2 cents.
 
I say we are moving into phase II of this bull market. The value plays in cyclicals are done. Growth investing starts from this day forward. Tech,drugs, and medical move up from here.
 
thanks hangingman...... i'm still positioned correctly it seams. (into consumer staples with a pinch of energy and a little dash of healthcare) .... however, am ready to bail and jump on high tech
 
Quote from HolyGrail:

I say we are moving into phase II of this bull market. The value plays in cyclicals are done. Growth investing starts from this day forward. Tech,drugs, and medical move up from here.


I longed BBH today. Seems to be a forgetten play these days
 
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