Wednesday, September 09, 2009 5:54:35 AM
The Pragmatic Capatalist has a nice graph describing where one should invest when ISM is over 50?
"After the recent ISM reading of 53 and growing signs of economic stability investors have continued to pile into higher risk assets. According to Goldman Sachs certain sectors within this move into high risk assets will outperform when the ISM shows the economy in expansionary mode."
pragcap.com/where-to-invest-when-ism-is-over-50
