Some macro chatterThe talking heads on BNN and elsewhere are talking about a possible recession end of '19 early '20s and see a shift of capital from oil and metals to the tech and healthcare sectors in the next two years and beyond. In fact the switch from defensive stocks that started last spring may have started reversing course. It's possible that the crash of CRH and other health care stocks last spring was due to the shifting of capital from defensive stocks to momentum stocks oil and metals. But the momentum may be petering out and we can expect capital to move back to undervalued sectors such as healthcare and tech. The recent moves in the health sectors may have to do something with this reversing trend.