So much of the next move depends on the outcome of trade negotiations and real signs of domestic investment activity in US infrastructure and development of domestic resources. The first clues will evolve from Trump's Far East trip and the upcoming November off year elections to get a read on where the people's heads are really at. Personally, I think the rotation will happen, but not quite as fast as this quarter. Next year could be one of the biggest booms in history, but the politics has to be right for it to happen. No margin and keep some dry powder for investing!
Appreciate your sharing your perspective Dman
As usual, Dman, good food for thought. Will take it in and think with more comments later in week.
So much of the next move depends on the outcome of trade negotiations and real signs of domestic investment activity in US infrastructure and development of domestic resources. The first clues will evolve from Trump's Far East trip and the upcoming November off year elections to get a read on where the people's heads are really at. Personally, I think the rotation will happen, but not quite as fast as this quarter. Next year could be one of the biggest booms in history, but the politics has to be right for it to happen. No margin and keep some dry powder for investing!
Very useful info DMan. Thank you 🙏 Now I will go learn more about beta.