Sector Spotlight: Short-Term Sector Rotation Out of Technology
On this episode of Sector Spotlight, after a quick overview of Asset Class and Sector rotation, I go over and update my longer-term views using the investment pyramid. In the second half of the show, I give a thorough update of the Long/Short baskets while putting these picks in a shorter-term rotational perspective.
Sector Spotlight airs weekly on Tuesdays at 10:30-11:00am ET. Past episodes can be found here.