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At The Table or On The Menu? (The Carney Pivot)
In a healthy bull market, you don't usually see people rushing to buy toothpaste and condom stocks. But right now, Consumer Staples are crushing the S&P 500, and Financials are breaking down. The "tape" is guilty until proven innocent—and Mark Carney just gave us the verdict on Canada's future, too.
Market Update📈📉
The “Guilty” Tape
The burden of proof has shifted. In a healthy bull market, you don’t usually see investors flocking to “boring” stocks like toothpaste and toilet paper. But that is exactly what is happening right now.
* Consumer Staples (XLP) are up 6.5% year-to-date, crushing…
The skinny
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