Dana Lyons, Fund Manager and Editor of the Lyons Share, joins us to unpack why he feels the two-way trade rotation market has run it’s course and now it is more of a risk-on turn higher in most of the US market sectors. We discuss the breakout in high beta stocks, from tech and consumer discretionary down to the small caps in the Russell 2000 index and the Invesco S&P SmallCap 600 Pure Value ETF (NYSE: RZV).
Dana reviews a number of country-specific opportunities where he sees room for growth including Russia, India, Portugal and Italy. The only “chink in the armor” he sees is with the high-yield bonds sector slowdown, but nothing that concerns him greatly. For now the risk on trade is back.
Click here to check out Dana’s site: https://lyonssharepro.com/