The Rotation Is Peaking
Seeking Alpha·2026-02-26 17:11

I've been talking on and off about a market rotation since October last year, but most recently in “ The Mag 7 Hit A Critical Level. ” The short of it, to catch new readers up toWriter | Investment Advisor | Economics Wonk | Top 5% on TipRanks | Long Signal, Short Noise | Author of The Macro Obsession, a weekly newsletter on current events and trends in finance, tech, and the real economy. My work focuses on my quest to uncover narrative trends before mainstream financial media, a process I've been describi ...