Investors are rotating capital into communication services and healthcare stocks as falling interest rates create new ...

The market action following last week's election has seen powerful rotation among stock market sectors and industries. In my last post, I highlighted this movement along with stocks and industries ...

Sector rotation in its simplest form is the reaction of the market to shifts in the economic environment. The various sectors ...

XLK (U.S. tech) and VEU (FTSE non-U.S. all shares) are currently doing the heavy lifting as the only two components delivering both excess returns relative to the SPX and accelerating momentum. A ...

As we kick off 2026, it's likely the sector rotation that began in December 2025 will continue. Some investors believe that ...

The Federal Reserve has officially shifted gears. By lowering interest rates in mid-December 2025, the Fed sent a decisive signal to the global markets. For the better part of the last year, the stock ...