Musings of a Money Manager

Musings of a Money Manager

Is It Time for Last Year's Winners to Make a Comeback?

Market rotation is starting to favor the old guard

John Rothe, CMT's avatar
John Rothe, CMT
Mar 11, 2026
∙ Paid

Last fall, there was a shift in the market.

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Stocks that had been leading the markets higher came to a screeching halt.

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