As the first month of the year draws to a close, investor hopes for a “great rotation” are finally starting to materialize. Everyone is just waiting for the money to show up. The good news is that the stock market has broadened out in January. Ten of 11 S & P sectors are up this … Read more
Let me share a personal experience with you. I was good at History and Geography in school, but much later realized that I was passionate about traveling. Visiting new cities and reading about its ancient history seemed exciting to me. What if I realized this during my school life? I could have taken up any … Read more
* 3/28/25 – The best trades occur when markets are trading thematically, with the themes representing the actions of the largest investors who move the most money. I am watching the correlation between equity markets overseas (VGK, EFA, EEM) and the U.S. stock market. Until recently, those had been moving in different directions. If we … Read more
