During markets cycles some sectors flourish at different times, it is believe that up 80& of the value of the share comes from these. For example, at the beginning of the bull market of 2003, most tech and banks did very well but stalled after summer, comodities did well after the summer and energy is doing well now.

I believe that we should follow these cycles and sectors developemts. Then investigate in the most attractive companies. I found a great site. www.smartmoney.com essentially follow the american economy but it is very relevant to what affects the world economy

As there are not thread about this topic, I tought it would be good idea to start one so we can all benefit. To those who are experts, please your comments and ideas are always welcome.