Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins me to discuss the rotation trade and opportunities for investors to take advantage of this early action. 

We start with the breakout in small caps, which have surged by 9% this month while the NASDAQ has declined by 5% over the past two weeks. Dana explains the improved market breadth and internal indicators that suggest a more sustainable rally in small and mid-cap sectors. He also discusses the health of the broader market, the potential benefits of diversification, and concerns around previously dominant mega-cap stocks. 

On the commodities front, Dana shares his positive outlook on gold and silver markets while highlighting some concerns and opportunities in the copper sector. We delve into sector opportunities, including defensive sectors like healthcare, consumer staples, and utilities, which are seeing renewed interest. Dana offers insights on areas within the tech space that could present contrarian opportunities despite recent pullbacks, such as cybersecurity and software.

Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services.