Are You Underweight in the Stock Market?

Daniel Treisman: There's a couple sort of sectors in the stock market that you are underweight as it relates to being skeptical on there's a couple that you're overweight right something that you perhaps could be excited about. He says if we have an overweight recommendation in something that overweight sort of rating doesn't mean that in a weak tape that it's going higher and just means it's going less lower than the s&p 500 based on our relative work. Treisman: You can have a relative strength up trend and still see something going down in absolute terms it just depends on how bad the broader market is what you tend to see um outperform of course in bear market cycles are defensive