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Rotation, Rotation, Rotation…The Big Boom Rages On

While everyone is dissecting all the reasons the markets have ‘topped’…and to be sure there are some doozies, I continue to focus on things I can control…like managing MY OWN Positions. The same people that talk about the lack of volatility all day are the same people that are looking at the S&P 500 market cap weighted stocks. The SEC, the marketers and bankers have figured out how to pile everyone into vanilla, fully invested, market cap weighted, low fee ETF’s.
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