When commentators proclaim that investors are rotating from x group of stocks to y group of stocks, I often remember these charts.
Smart take, Chris.
Most “rotations” are just knee-jerk flows, not real structural moves. Long-term shifts need real macro drivers rather than headlines.
Global markets move together more than ever. Chasing sector noise is how retail gets burned.
Appreciate the clarity.
My pleasure Rick!!
Smart take, Chris.
Most “rotations” are just knee-jerk flows, not real structural moves. Long-term shifts need real macro drivers rather than headlines.
Global markets move together more than ever. Chasing sector noise is how retail gets burned.
Appreciate the clarity.
My pleasure Rick!!