If you’ve been following my work over the last few weeks, our thesis of a rotation back into Tech has quietly been playing out with the S&P500 registering a +3.5% week and another solid quarter of positive returns.
SPX +7% YTD
QQQ +20% YTD
It’s not a great time to be an angry perma-bear.
The big question now is how far can the market go in the face of all the negative sentiment and what rotations are we seeing?
Where’s the out-performance?
I’ve laid out a lot again via our YouTube channel this weekend.