All week, we’ve been documenting the rotation taking place in small-caps. And when we look at this week’s industry ETF table, we’re seeing that same story play out more broadly: leadership is expanding beyond the large-...
"Sell into strength" is still our big theme right now. We're not trying to buy dips. To the contrary, any opportunities that we get to sell into, we want to take. The weight-of-the-evidence suggests there is way too much overhead...
