This week on the podcast, Jonathan Krinsky joins me for a chat about Sector Rotation.
Bitcoin and the Correlation Illusion
While the Mega-cap names like Apple, Google, Facebook, Amazon and Microsoft grinded sideways, or even down, since August, the Small-caps, Mid-caps and Micro-cap names have been the leaders. What happens if the Mega-caps break out of these bases to new all-time highs? Does the sector rotation continue?
Or do we then rotate into the more defensive areas like Staples, Utilities and REITs, which currently keep making new relative lows?
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Where does the US Dollar fit into all this? Will a Dollar rally bust the party and end the rotation into International equities and Commodities? We discussed all of this and so much more in a very short period of time.
JC Parets – Investopedia Academy
His perspective on markets always adds value. With all this rotation into offensive groups and cyclical areas of the market, they are really running out of talking points. The move higher in equities is being supported by significant cap-rotation at the index level as well as broad participation among sectors, and most recently, even international stock markets.
There are no fundamentals. This was so awesome. From the desk of Steve Strazza sstrazza and Louis Sykes haumicharts Are we finally entering the long-awaited alt-season?
The price action is clear: Crypto continues to benefit from a well-established uptrend. This is the video recording of the February Conference Call. From the desk of Steve Strazza sstrazza At the beginning of each week, we publish performance tables for a variety of different asset classes and categories along with commentary on each.
We continue to harp on the risk-on themes that support our bullish macro thesis. In reality though, and over longer time frames, bitcoin is doing its own thing. We asked our pal JC Parets see more below about this and he added some further food for thought:.
Bitcoin is too small a market to have intermarket implications. But bitcoin is not in that category, at least not yet.
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Greg was busy this week stoking the financial media machine. We are looking at this as a long term rally—a year or two. Among other things, they discussed bitcoin adoption and Greg alluded to his piece we published a couple months back describing the bitcoin adoption path. This information should not be relied upon as investment advice, or a recommendation regarding any products, strategies, or any investment in particular.
Market Overview
This information is strictly for illustrative, educational, or informational purposes and is subject to change. The author of this article owns bitcoin, directly and through the Osprey Bitcoin Trust. Bitcoin and the Correlation Illusion March 11,