Sector rotation is important to gauge the current economical strength that we're in.
This is the 60 day sector rotation summary. (180 day also looks pretty much the same.)
It's very clear that we're in a bear market right now, which doesn't happen often (1-2 every decade)
You can clearly see that that Discretionary / Tech / Industrials / Materials, are all going...
Recent market sector rotation coming out of the COVID crash has confirmed Sector Rotation theory. I made this video to give viewers a brief introduction to the theory and provide some actionable investing ideas based on what Sector Rotation suggests will be the next stocks to potentially outperform.
Sector Rotation theory suggests that from market bottoms the...
I posted so much less stock ideas this quarter as generally I like to long stock that I'm willing to invest, and look for bullish set-ups.
While even I'm still bullish in so many names, but there aren't so many bullish set-ups in this market.
Wait a minute, defensive stocks are big exceptions and perfect choice for bottom-up strategy recently, and it's more than...
