Published July 17, 2026
At the beginning of this year, as the lines on the chart below show, there was a substantial rotation OUT of tech stocks and into energy, financial, and other non-tech sectors. In April and May, tech stocks staged a massive rebound. (more…)
Published January 14, 2022
Last week we discussed the interest rate surge taking place at the beginning of 2022. This surge has driven a major shift in favored sectors. Cyclical “value” sectors like energy and financials have become the market darlings. (more…)
Published January 7, 2022
Markets have kicked off 2022 with a bit of a bang. Interest rates have surged higher as investors bet that the Federal Reserve will act quickly to tamp down nascent inflation and return interest rates to their pre-pandemic levels. (more…)