Global

Rotation

  • TV prep on Fridays helps set up the Musings; thank to BTV for our focus on rotation - the one ongoing & the one to come

  • The one to come is the shift from Big Tech to Cyclicals as the Fed meets in June, goes on hold & raises its GDP estimate

  • The one ongoing is the global equity leadership shift from US to the ROW, kicked off by EU, joined now by Japan & Mexico

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Jay Pelosky @ TPW Advisory
May 19th, 2023
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