Core Insights - The rotation theme is gaining significant attention among investors, with the market rewarding this strategy across various sectors, not just within the US market [1] Investment Strategy - JR Research is identified as an opportunistic investor, recognized for its ability to generate alpha well above the S&P 500 through a combination of price action analysis and fundamental evaluation [1] - The investment approach focuses on avoiding overhyped and overvalued stocks while targeting battered stocks with substantial upside recovery potential [1] - The investing group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors, emphasizing stocks with strong growth potential and appealing turnaround plays [1]
The Market Rotation Trap; Cyclicals Can't Outrun Earnings Forever
Seeking Alpha·2026-01-17 16:30