Last Chance - Register for Sector Rotation Workshop
Venue: San Jose University or Online
Time: 9AM - 11AM PST Sunday, August 9
Agenda:
Introduction to market sectors & sub-sectors
The conditions needed for sectors to grow and key leader stocks
RRG and how to use it
Macro Regime, Sentiment and when to rotate capital
How to build a thesis and combine multiple theses to structure trades
Pitfalls to avoid when rotating capital
Parts 1 and 2 will have separate videos prepared for you to watch before the Workshop
Register at link:
In case you missed our recent top stories:
Bessent and the BoJ: Sacrificing U.S. Treasuries to Save the Yen? (FREE)
U.S. & Japan Bond Alert: When Oil and AI Squeeze the Long End Together
250 Years of the U.S. Economy - Part 2: The Scale Revolution (1865-1913)
250 Years of the U.S. Economy - Part 1: Hamilton's Gamble (1776-1865)
Top headlines:
Hormuz deal still under review, Houthis keep firing on Saudi Arabia
July payrolls fell against forecasts
Unemployment rate fell to 4.1%
NY Fed July: Inflation expectations little changed
China: Imports continue to surge on AI
Tesla, SpaceX to invest $16.8 billion to build Terafab
MP Materials: Strong Q2 driven by rare earths
AAOI: Revenue and profit beat expectations
Market: Yields cool, semis and consumer surge








