Good morning all! A quick heads up on some work coming your way over the next few weeks. We’re going to be cantering through sector ETFs, one sector at a time. We’ll start with XLK (mature tech) this week and will peek in on PSJ at the same time. In subsequent weeks we’ll be taking a close look at consumer staples, energy, industrials and others. What interests us here is trying to spot institutional rotation patterns - before or as they happen, not chasing after the fact. Stay tuned!
Cestrian Capital Research, Inc - 25 April 2022
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