Sector Rotation

March 31, 2026 TOP3 Model Input Scores: April 2026 The table below shows the TOP3 model’s scores for April.  March’s big developments revolved around the initiation and escalation of military conflict in the Middle East between Iran, Israel and the US.  The resultant oil price spike has been a boon to Energy exposures while the […]

March 31, 2026 ELEV8 Model Input Scores: April 2026 The table below shows the ELEV8 model’s scores for April.  March’s big developments revolved around the initiation and escalation of military conflict in the Middle East between Iran, Israel and the US.  The resultant oil price spike has been a boon to Energy exposures while the

March 3, 2025 We introduced our Elev8 model in June of 2024 and have been running it in its current form since August 28, 2024.  Each month we review the previous month’s positioning and performance to identify what worked and what needs improvement.  A brief description of the Elev8 model and its inputs follows the

March 2, 2026 TOP3 Model Input Scores: March 2026 The table below shows the TOP3 model’s scores for March.  February’s big developments included a renewed concern over tariffs after the US Supreme Court struck down the Trump Administration’s previous policy.  Military action against Iran has become a topic of market focus as well.  All of

February 27, 2026 Elev8 Model Input Scores: March 2026 The table below shows the Elev8 model’s scores for March.  February’s big developments included a renewed concern over tariffs after the US Supreme Court struck down the Trump Administration’s previous policy.  Military action against Iran has become a topic of market focus as well.  All of

Some whip-saw in the model as a big shift from Growth to Value has market the beginning of 2026. We’re aligning with the pro-cyclical bull trend in commodities this month.

January 8, 2025 We introduced our Elev8 model in June of 2024 and have been running it in its current form since August 28, 2024.  Each month we review the previous month’s positioning and performance to identify what worked and what needs improvement.  A brief description of the Elev8 model and its inputs follows the

December 5, 2025 We introduced our Elev8 model in June of 2024 and have been running it in its current form since August 28, 2024.  Each month we review the previous month’s positioning and performance to identify what worked and what needs improvement.  A brief description of the Elev8 model and its inputs follows the