Market pundits christened the violent rotation in stock leadership as the “Trump Trade.” It’s more likely that the incumbent stock leaders were fated to stall before last month’s wild events. Major inflection points are sometimes accompanied by cyclical turning points in the market itself: The Y2K peak occurred just as the market broadened after two years of hyper-concentration.
Aug
07
2024
A Changing Of The Guard
Login
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact UsAbout The Author
current issue
featured articles
recent tags
Gold
(84)
Dollar
(56)
Easing
(1)
CPI
(171)
Market Rotation
(2)
Election
(10)
Inflation
(585)
Recession
(69)
Value
(131)
Growth
(119)
Factor Performance
(18)
Japan
(48)
Yen
(7)
Wealth Effect
(9)
Bank Lending
(1)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Treasuries
(79)