Members Update 8-6-24
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Members Update 8-5-24
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Five Big Reasons the Rotation into Small & Mid-Caps is Just Getting Started
The recent rotation into small and mid-cap (SMID) stocks still has plenty of room to run. Battered SMID stocks have lagged the mega-caps for years. But the times, they are a changing. Here are five big reasons the rotation into small- & mid-caps is just getting started. Today, we’re going to dive into the macro-outlook,… Read more »
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Visualizing the Breath-taking Cyclical Rotation Trade
Most investors are unaware of the rebirth occurring in the stock market. A flat-lining S&P 500 masks the monster strides the average stock is making. Today we’ll be visualizing the breath-taking cyclical rotation trade that’s not slowing down anytime soon. Stock picking shouldn’t be a popularity contest. It should be a profit contest. For years,… Read more »
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AI Fever Cools | Sending Nasdaq 100 Into $1 Trillion Tailspin – Bloomberg
“The overarching concern is, where is the ROI on all the AI infrastructure spending?” said Alec Young, our chief investment strategist in an interview with Bloomberg. AI Fever Cools | Sending Nasdaq 100 Into $1 Trillion Tailspin “There’s a pretty insane amount of money being spent. Maybe it’ll pay off in a few years. But… Read more »
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3 Reasons Small-Cap Stocks Are Heading a Lot Higher
The monster rotation is gaining steam. This is very healthy action that’s long overdue. Here are 3 reasons small-cap stocks are heading a lot higher. Yesterday’s 3.65% selloff in the NASDAQ 100 was the worst since 2022. All major indices got clobbered, but mega-cap Tech in particular felt the brunt of the latest market-cap reshuffle…. Read more »
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MACRO: Top Sectors to Own this Election Season
Election season is finally here. The mudslinging and policy curve balls are already ramping up! With all the noise (and ammo) swirling around, let’s run through our top 2 sectors to own this election season. On July 8, we published our initial election piece. We showed you why it’s a mistake to sell stocks ahead… Read more »
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Wall Street’s Trade of the Year is in Full Force
We’re witnessing one of the most powerful rotations in recent history. And it has more room to run… Wall Street’s trade of the year is in full force. Rarely does a rotational quake strike equity markets. But when positioning reaches extremes, it’s only a matter of time before a breath-taking unwind occurs. Literally one month… Read more »
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Members Update 7-17-24
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