The Rotation Trade

The Rotation Trade

The so-called “rotation trade” continued into early February, after a strong Q4.  This term refers to the market “rotating” from large growth/big tech stocks to small cap and value stocks in the expectation that the vaccines will do the trick and the economy can...
Mr. GameStop’s Wild Ride

Mr. GameStop’s Wild Ride

“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” — Warren Buffett [i] While the last week in the markets has felt like being on Mr. Toad’s Wild Ride at Disneyland, Warren Buffett’s famous quote on stock...

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