The "Great Rotation" is broadening, and lesser-known infrastructure companies may offer strong long-term opportunities ...
Buying the dip on quality growth stocks can pay off down the road.
Growth investors have been moving capital away from technology stocks throughout 2026.
I have been warning about this since last Summer: AI is a major headwind, not a tailwind, for most stocks. Yes, it may boost profitability in the short-run by reducing costs and increasing margins, ...
Learn more Investors rotated capital out of artificial intelligence (AI) stocks in early 2026, mainly due to sentiment rather ...
As investors begin to dip back into the stock market, chatter about a so-called Great Rotation has been growing louder. But so far it’s proving to be more of a myth. The Great Rotation came into the ...
For the last couple of years, the stock market has been like the 1990s-era Chicago Bulls. Major indexes have repeatedly set record highs, similar to how the Bulls repeatedly won the NBA title during ...
In February and March when Wall Street was busy talking about the "Great Rotation" and telling investors to get out of bonds and into stocks, we were providing reasons to actually be bullish bonds. We ...
The "Great Rotation" from bonds to stocks is underway, or is it? There is no doubt the investment world is confident we are still in a bond "bubble" that is sure to pop, but that opinion is now a few ...
Every market rotation has that moment where investors ask, "Did I miss it?" But these shifts rarely happen all at once. Like the late 1990s, they unfold slowly and test your patience, and the "Great ...