Why I Am Sick Of Rotation Talk: It Misses The Destination

After reading this title, in case you have been following my recent coverage on how this market is developing, you might think I am going astray.I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valu ...