As The Stock Market Shifts Gears, So Should We
The press and pundits are wrestling with the “Is it or isn’t it?” question of whether U.S. stocks are in a bull market. But that isn’t the question that matters. Rather, it’s “What type of bull market are stocks in?”
We know that the economic indicators have improved across the board and that mega-fears have evaporated. With these risk factors dissipating, the current good earnings season has provided the impetus for the stock market’s rise. However, there is more going on beneath the index returns.
The return opportunity is moving to non-blue chip stocks…
This article is posted on SeekingAlpha.com