01-19-2022, 08:51 AM
That's a good plan. As long as big tech keeps printing money, the market will rotate back in. Defensive sectors will soon be overpriced and look less attractive. Whether that takes two months or a year is anybody's guess. Nothing has really changed in the last 30 days. There is just too much noise. The world isn't going to stop turning when a few rate increases happen. I do wish they would get it over with and then take a long pause.