The first week of the new year brought a powerful rally for equities, leaving the S&P 500 (SPY) higher by +2.8%, although that paled in comparison to the +5%-plus gains seen in the Material (XLB), Industrial (XLI), Energy (XLE) and Financial (XLF) complexes.
While these moves have select indices now pushing into short-term overbought territory, clearly a good deal will ride on next week’s forthcoming fourth quarter earnings results. Lastly, if you haven’t focused on the rankings of price versus 10-month moving averages of late, you may be surprised to see Real Estate (IYR) in the top slot.
The second trading week of 2010 features the following reporting calendar and rotation model selections (a new feature for 2010!):
Have a terrific weekend!
Never Investment Advice: Prior Weekly Summaries: ETF Rotation Models