A real rotation?, “One More Thing” and not so divided?
Investors are fleeing many of the names that have thrived during the pandemic, and piling into recovery plays instead. Should you fade the move or chase it? We’ll debate. Plus, Apple’s last product event before the big holiday shopping season is underway. We’ll bring you the highlights and the trade in real time. And, Wall Street Journal’s Jerry Seib says the election could end up empowering both sides of the aisle, and explains the three key things he thinks could get done in the next administration.
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Show Notes
Investors are fleeing many of the names that have thrived during the pandemic, and piling into recovery plays instead. Should you fade the move or chase it? We’ll debate.
Plus, Apple’s last product event before the big holiday shopping season is underway. We’ll bring you the highlights and the trade in real time.
And, Wall Street Journal’s Jerry Seib says the election could end up empowering both sides of the aisle, and explains the three key things he thinks could get done in the next administration.
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