Another market rally Monday, flirting again with all-time highs. While there is nothing overall concerning about the markets, they're always setting up for some kind of rotation. There are a few things to pay attention to now. The market is being primarily driven by three sectors: Industrials, Transportation, and Technology. Those secotrs have been outperforming relative to the S&P. Technology has been leading the charge, of late; Industrials have also been posting well. Both are tied to the AI buildout. What will happen next, as these sectors become over bought, is money moving to risk-off areas, like Staples, which have been under-performing lately. Money doesn't leave the market, it just changes where it goes. There is a pretty big deviation between the risk-on and risk-off trades.
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Articles mentioned in this report:
"Is The Dollar Setting Up For A Comeback?"
https://realinvestmentadvice.com/resources/blog/is-the-dollar-setting-up-for-a-comeback/
"Relative Returns Or Absolute. What’s More Important?"
https://realinvestmentadvice.com/resources/blog/relative-returns-or-absolute-whats-more-important/
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