Further rebalancing towards industrials ahead??
The Nasdaq 100 has outpaced the Dow Jones Industrials for quite some time now. It appears that the relationship between the two indexes is reverting to the channel that it has traded in since coming out of the 2008 recession. It would appear that ETFs that track the Dow Jones index or industrial sectors of the economy may offer the best opportunity to realize capital returns in the current macroeconomic environment.
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