Sub-industries (L-4) To Avoid or Short — Beware Cyclicality

Intro

For the last several months, we have been discussing our expectations for economic slowdown fears to become more widespread and that a negative estimate revisions cycle had a near 100% chance of occurring.  Additionally, we have commented that our work has been suggesting that all things cyclical — Industrial Cyclicals, Commodity Cyclicals, Consumer Cyclicals, and Tech Cyclicals — would be hit the hardest and likely be underperformers as the S&P 500 ultimately falls into o...

Finish reading this report for free

Enter your email and we’ll send the paywall-free link directly to your inbox

In addition to your unlocked report, you will receive our weekly market newsletter FSI Snapshot, as well as occasional updates and offers from FS Insight. You can unsubscribe at any time. For more information, see our privacy policy.

Get unlimited access to Tom Lee’s Fundstrat research Subscribe
Already a member? Log in
Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In

Trending tickers in our research

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In