The MacroTourist

The MacroTourist

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The MacroTourist
THE UPCOMING VIOLENT ROTATION
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THE UPCOMING VIOLENT ROTATION

The return of Main street and why Boring is Beautiful (part 3)

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Kevin Muir
Dec 31, 2021
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The MacroTourist
The MacroTourist
THE UPCOMING VIOLENT ROTATION
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This is the third part of THE UPCOMING VIOLENT ROTATION series, so if you haven’t read the first two parts, please check them out first.

In the last piece, I outlined why I don’t want to own the Top 8 large-cap tech stocks, but I did not suggest a better alternative. Although I feel like that Top 8 basket is such a dominate theme that timing its potentia…

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