As the bull market in stocks continues, the lifeblood to keep the ball rolling is sector rotation.
We’re already seeing some of the big caps that have driven the first leg of this run start exhibiting signs of overexertion (check out $GOOG today).
It makes sense to us that stocks further down the cap scale are going to start asserting themselves and perhaps in some cases play “catch up” to their big brothers.
Today’s trade is in a cyclical name in the Logistics space. [Read more…]