Highlights
- While we still can't yet point to a robust bull market environment, just as important, we also see no signs of an impending bear market.
- Last week, we discussed deterioration in the small and microcaps, which we deemed worthy of note, but not worthy of action.
- This week, we dig into sector and industry leadership rotations to determine if we can see any indication that capital is flowing to safe havens.
- Spoiler Alert: no, not yet.
- Acknowledging the. . .
