The MacroTourist

Share this post

THE UPCOMING VIOLENT ROTATION

posts.themacrotourist.com

THE UPCOMING VIOLENT ROTATION

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

Kevin Muir
Dec 31, 2021
54
38
Share this post

THE UPCOMING VIOLENT ROTATION

posts.themacrotourist.com


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…

This post is for paid subscribers

Already a paid subscriber? Sign in
Previous
Next
© 2023 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing