"I thought the place to be concentrated was in economically sensitive stocks."

The Dow also was weighed down by economically sensitive issues.

But until then, he predicted, economically sensitive stocks will fall.

In recent days, they have been selling many economically sensitive issues on fears that growth has slowed.

The Dow's recovery was helped by strong performance from economically sensitive stocks.

"The shares of economically sensitive companies are leading the way here."

The materials sector, in the economically sensitive category, was No. 2, up 4.9 percent.

"This is an economically sensitive business that has acquisitions no longer making up the major part of its growth rate," he said.

A broad range of economically sensitive technology stocks also moved lower.

"And the Dow is made up of 30 economically sensitive stocks."