Value Based Sector RotationValue Based Sector RotationValue Based Sector RotationValue Based Sector Rotation
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Value Based Sector Rotation

June 17, 2014

I think I sent this PPT out last year, but the white paper is now out from Shiller on sector rotation using valuation.

Chart then download:

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Download PDF

Changing Times,Changing Values: A Historical Analysis of Sectors within the US Stock Market 1872-2013

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http://ssrn.com/abstract=2447654

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