Healthcare/Consumer Over Commodities

I never, ever, ever do this, but today I can’t help myself.  Say whatever you want – I deserve at least one victory lap, it’s a big call.

I spent the first two days of the week talking about this major rotation from momentum and commodity plays into consumer related names and healthcare/utilities stuff.   I wrote a 1000-word post about this very thing on Monday (Flip the Script) and did two TV shows about it yesterday (CNBC) and (WSJ Market Hub).

I could not have nailed it more perfectly so far.  I expect to see more of this type of action throughout the summer.


I don’t do predictions or forecasts as a general rule, but there were very obvious signs that there was a shift underway.  OK, no more self-pats on the back, back to our regularly scheduled humbleness.

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