Will It Go Round in Circles?
From the article
For better or worse, the questions I’m asked give me good insight into the topics that are pervasive in financial media. Many of the ones I’ve been fielding recently involve rotation, the movement of money from one sector to another. It is quite normal for investors to seek stocks that might offer better values than the current market leaders. It becomes trickier when relentless momentum continues to push those leaders higher regardless of value hunting.
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