Although I already have a long position in TYH, most of the shorts in the Equity model portfolio are Tech oriented and I'd like to just hedge them a little more. Also as you know, I've felt pretty strongly a move higher will be Tech led.
Sector rotation looks good for Tech, Industrials as well and I'd think Financials will start to rotate back in.
Is interest rates about to start going up?
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Yes, I know - it does not make any sense - FED is about to cut
rates...but....real world interest rates are not always what FED wants it
to be.
5 years ago
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