Sea Change Underway led by Small Caps, Value, and Foreign Equities

Keith Schneider | October 20, 2019

US equity markets were mostly flat this week except for small caps which led, up +1.59% playing catch up. Looking under the hood showed that sector rotation was confusing. Semis and, technology which are the leading hot speculative sectors, backed off as did Utilities which is a safety play. Its unusual that both were down at the same time, hence we have a mixed message. While we are looking under the hood, we see some

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