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The Healthy Rotation Continues [Seeking Alpha]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
Rotation from technology leaders like Oracle and Broadcom into small caps signals an impending economic rebound. Fed easing and improving earnings growth rates, especially outside the Magnificent 7, support a bullish outlook. I see continued market strength as long as the Fed lowers rates and economic expansion persists; selective sector exposure is key. primeimages/iStock via Getty Images Investors were on guard to start the week in advance of a slew of economic data that includes this morning's jobs report for November, as well as an estimate of the number of positions created in More on my IG service Lots of services offer investment ideas, but few offer a comprehensive top-down investment strategy that helps you tactically shift your asset allocation between offense and defense. That is how The Portfolio Architect compliments other services that focus on the bottom-ups security analysis of REITs, CEFs, ETFs, dividend-paying stocks and other securities. This article
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