US Sector Update: Wednesday, November 3, 2010

Large-cap Telecom continues to run with the strongest readings we have ever had.  The sector is coming in first in all readings across the board.  Yet, mid-caps are the exact opposite with some of the weakest readings.  Next, Energy is starting to make some headway with very strong 3-month readings in mid-cap names.  However, the longer-term readings are still very weak.  Lastly, mid-cap technology names continue to gain ground with very good readings, while the large-cap names struggle.

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Don Hays & Nicholas Warf


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