Market Rotation

De-FAANGed

November 29, 2018

A highlight of the market rally that we saw in 2017 was the stunning performance of technology stocks, particularly the so-called FAANG stocks (Facebook, Amazon, Apple, [...]

They’re Baaaack . . .

June 18, 2018

The U.S. stock market has been on a roller coaster ride in 2018 and has recently moved back into positive territory. The much-celebrated FANG stocks have told the story of [...]

Rotations Afoot?

December 13, 2017

It started early last week, and the trend continued on Monday. An abrupt sell-off in market-leading Technology stocks coincided with meaningful gains in the Financials and [...]