The U.S. stock market is currently in correction. And given that we are now more than four months removed from the last time the S&P 500 Index set a new high, it’s worthwhile to consider the following question. Is it possible that a new multi-year bear market is already well underway? Only time will tell. But if indeed market historians someday look back on 2015 in the same way that they do 2000 and 2007, it’s worthwhile to consider the particular segments of capital markets that are following the stock market to the downside and perhaps more importantly those that may already be assuming the lead to the upside.
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