The way I learned it is that, “Sector Rotation Is The Lifeblood Of A Bull Market”.
But what does that mean exactly? Why does it matter? Why should we care?
All great questions, so I invited my friend Todd Sohn from Strategas and our very own Steve Strazza to discuss this important topic.
What sort of rotation are we seeing today?
Here is Part 1 of our discussion:
Check out some other recent Happy Hours:
Dan Russo & Andrew Thrasher July 2020
Kimmy Sokoloff & Joe Fahmy June 2020
Howard Lindzon July 2020
Happy Hour With Barts Charts