Ep. 9 - Huge Market Rotation Leaves S&P 500 in the Dust - MU SNDK Analysis
We are in the midst of a violent leadership shift.
Left-behind names are rallying hard.
The 2026 market rotation leaves the S&P 500 in the dust.
There is a catchup trade that’s been in motion for months. Fed rate cuts, economic strength, and growing Capex have helped unleash a violent risk-on rally in smaller companies.
Back in early December, we made the bold case to buy small-cap stocks aggressively in 2026.
That stance has been rewarded handsomely.
We will add to this theme, showcasing the broadening trend in the S&P 500.
MoneyFlows research has been all over this rotation, early. We’re…
The skinny
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