Just as we put aside shorts and swimsuits to make way for sweaters and wool socks as the weather cools, there are times to favor certain stock sectors over others. But instead of a change in seasons, ...

We found one approach to sector rotation with a 16.7% annual return over the past 10 years. This is twice the return of the S&P 500 with similar risk. Two other sector rotation approaches (i.e., ...

Understanding these dynamics helps investors, analysts, and even marketers alike recognize market momentum, find emerging opportunities, and avoid late entries into the most overheated sectors. In ...

The market action following last week's election has seen powerful rotation among stock market sectors and industries. In my last post, I highlighted this movement along with stocks and industries ...

After a very strong move in the week before this one, the markets chose to take a breather. They moved in a wide range but ended the week on a mildly negative note after rebounding from their low ...