Where to rotate into after tech now?
- Thread starter CyJackX
- Start date
Cryptos. High chance they going to the moon in near term (only 1/2 sarcastically)
Narrative was that Biden will be a death for the market & portfolio went 30% in 5 mins.
So much of it.
Rotate out of tech and into consumer services, transportation, medical devices for optional procedures, etc...
My opinion is I like China
All SPDR ETFs:
Regional banks
Industrials
Materials
Retail
Metals and mining
Consumer discretionary
Transportation
The play is expected earnings everything related to economic growth. But using materials, metals and mining as a somewhat inflation hedge.
Regional banks
Industrials
Materials
Retail
Metals and mining
Consumer discretionary
Transportation
The play is expected earnings everything related to economic growth. But using materials, metals and mining as a somewhat inflation hedge.
No worries. It will rotate straight into tech in the days ahead as the yields drop off back below 1.5. Don't fall for the shannigans. Tech will be in favor very quickly as this trade in tech will last another century or 3. Yes. Nothing can replace technology, these stocks are the hottest stocks and will remain hot for a long long long time....
Yup. Its game over man, game over. China wins.