A Camp Kotok Debrief Plus Sector Rotation Ramifications
Excerpt from “A Camp Kotok Debrief Plus Sector Rotation Ramifications” by Jeremy Schwartz
Last week’s “Behind the Markets” podcast came on the back of the annual Camp Kotok investment retreat in Maine – with one of the key portfolio managers for Cumberland Advisors, Matt McAleer, joining us for a discussion on macro positioning and takeaways from the camp discussions.
McAleer discussed the continued headaches being caused by international markets – the U.S. markets remain very robust and resilient. In McAleer’s view, the 30 markets around the world are not trading well as he watches them making lower lows. McAleer’s current worry is how long the U.S. market can remain the standout while it is near highs and these other markets are trading down.
Read the full article at WisdomTree.
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