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 ...

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 ...

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 ...

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