Consumer Staples (NYSEARCA:XLP) - Is Mean Reversion Over? Gayed, my father, in the second edition re-release of Intermarket Analysis and Investing Below is an assessment of the performance of some of the most important sectors and asset classes relative to each other, with an interpretation of what underlying market dynamics may be signaling about the future direction of risk-taking by investors. My firm's ATAC (Accelerated Time and Capital) models used for managing our mutual fund and separate accounts remain defensive given the direction of inflation expectations.