Sentiment Ideas • 7 min read Sentiment Ideas: Consumer Discretionary Deeply Unloved — But Is That Enough? While much of the recent market conversation has focused on the rotation into Cyclicals,…
Sentiment Ideas • 5 min read Sentiment Ideas: Cyclicals, Room To Run One of the clearest patterns in equity markets in recent months has been the rotation into economically sensitive stocks — Cyclicals.…
Sentiment Ideas • 5 min read Sentiment Ideas: Copper Commodities have had a great run. At least some of them have. This is a very bifurcated story. Gold (and…
