Take a look at the graphic provided below by the Wall Street Journal, which clearly maps out the driving factors and the resulting impacts of the active rotation trade currently taking place across the US stock market. For further context regarding this market shift, feel free to review the update I published yesterday. In that message, I break down a specific nuance tied to this movement, a concept I refer to as the (1-x) qualification.

#economy #markets #investors #investing #tech #stocks @wsj