Highlights
- Change at the margin remains supportive of a fully invested position, with leadership continuing to morph into cyclical and growth stocks.
- Among the leadership is the all-important, and curiously resilient Capital Goods group.
- Unfortunately, Transports continue to linger in the lower rungs of the MOTR momentum ranks.
- For now, we have this concern on the back burner, overshadowed by too many other positives, but we'll need to see this divergence resolved before the next negative inflection in short-term. . .
