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Rosenberg on the “Great Rotation” Myth
Many have said that the influx of money into bonds in recent years means a “Great Rotation” could occur — in which money pours back into stocks as investors’ risk appetites increase — and give stocks a...
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Why The “Great Rotation” May Not Be As Bullish As You Think
The “Great Rotation” — the expected move that investors will, at some point, make from bonds to back to equities — has been used as a reason to be bullish on stocks. But Mark Hulbert says that...
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A Rotation Is Happening — But Not The One You Think
While many believe the start of a “Great Rotation” from fixed-income assets to stocks has been helping fuel the stock market’s gains, the reality may be that a different type of rotation is occurring....
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