Here are a few relationships that accept been on my radar:
1) Gold, dissimilar other commodities, has been performing good relative to stocks (top chart). Should nosotros run into a weakening of the U.S.A. dollar, this could expire interesting.
2) Banks accept resumed underperforming stocks overall. The reversal yesteryear Treasury, deciding to non survive TARP to rid banks of their bad debt every bit was kickoff planned, has been 1 catalyst inward the banks' swoon.
3) Consumer discretionary stocks maintain to greatly underperform consumer staples issues, inward a classic recessionary relationship.
Many practiced merchandise ideas follow, non merely what is moving, but what is moving relative to other things.
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