Spinning Tops – When Euphoria leads to Sector Rotation
Business ı By John Leo Valentine
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When it comes to the stock market, there are numerous factors that influence losses and gains, including company earnings, interest rates, and global economic expectations. Losses and gains can’t be attributed to one factor alone. However, corporate earnings growth is a big driver of market growth. When company profits continue to grow, the market is sure to follow.
Betting against America can be dangerous and, so we think that this is specific to industries at this point. Our advice as a team is not to sell off altogether but simply to rotate out of ‘over-hyped’ sectors and into others where there is likely to be an increase in spending. Construction and security are two such sectors that are likely to show continued growth.
(Thoughts by John Valentine of John Valentine Research and Associates, former Hutton and GE Capital Kidder and Valentine Wealth Advisor from UC Davis and by Mike Dotterer, former Stanford and Columbia University Graduate. Input was also received from Steve Fluke, former graduate of San Jose State and business entrepreneur).
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