It’s a new year. But does that mean we need to see new trends?
Well I think we’re definitely going to see new trends emerging. But I have a strong suspicion that a lot of the old trends will remain in place as well.
If you recall, back in July we were looking at a bunch of the leading groups running into their former highs from late 2021.
These groups included Industrials, Semiconductors, Homebuilders and Mega-cap Technology. [Read more…]