THE UPCOMING VIOLENT ROTATION

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

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…