The whole market is pretty much neutral based on P/E analysis.
Corporate profit margin by sector
Required for sector rebalancing within investment portfolio profit margins analysis. Consumer staples and discretionary will go down, healthcare/energy/financials will go up?
January trends by Jeff Miller
This article has in-depth analysis of the January situation and way to view several key indicators.
Analysis 2015 Q1
Since the QE program has ended and the rate will be coming up in April, Q1 2015 is going to be nervous [line December 2014]. -The crude oil price will drop to 45$ stay there for 3 months and then go up very fast to 80$. -Defensive sectors like Utility, Healthcare and Consume Staples are …