market rotation
3 articles tagged market rotation, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
The Fed Held and the Long End Tightened Anyway — Microsoft Gave Back $9.78 From Its High
Three hawkish dissents, a steeper curve, and eight of the ten largest US equities lower. Microsoft printed $401.24 on unchanged capex guidance and closed at $39...
Nine of Ten Mega-Caps Fell, and Apple Still Printed a 52-Week High — The Rotation Call Is Early
Weekend commentary champions a forgotten 49-year dividend payer as the growth trade wobbles; the session's internals show quality mega-caps being bought on ever...
Apple Prints a Fresh 52-Week High at $328.72 — But AMD's $18.99 Drop Splits the Megacap Trade
Apple closed 4.01% higher at a new 52-week high while AMD fell 3.46%. The session repriced platform cash flows up and pulled capital out of AI silicon.