U.S. vs. Global Sectors

I have frequently mentioned the US economy and markets have been under-performing global counterparts. Let’s have a quick look at this chart from Michael Panzner: He has broken down that same data, by sectors.

As with the overall market, most U.S. sectors have underperformed their global counterparts over the past year, although the energy and health care groups have been notable exceptions.

Usglobalsectors

SECTOR  vs  U.S. Relative to Global (12-Month Change in %)
Energy  5.60
Health Care  1.71
Info Technology  0.10
Utilities  (3.42)
Industrials  (3.69)
Financials  (3.70)
Consumer Discretion  (4.27)
Consumer Staples  (5.44)
Telecom Services  (7.71)
Materials  (12.55)

Good stuff, thanks Mike!

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After an exhausting 3 day road trip away, the first thing I like do on my first night back is kick back and relax.

Depending on the time of year, that could mean any number of things. Could be a cigar, a walk by the beach, or a glass of port.

Tonite, it meant pouring a glass of Shiraz,  firing up the TiVo, and watching Curb Your Enthusiasm. Absolutely laugh out loud  hysterical — and that was before I drank the wine. You can really recognize LD’s stylistic fingerprints all over Seinfeld in the plot of this Curb.

I’ve seen them all, but I may have to go grab a few box sets of this; it will make for good airplane viewing . . .

Curb

Too, too funny . . .

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