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Sector Crossroads: Defensive Rotation or Buying Oversold Growth

With earnings growth above 13% and rates hovering in the low-4% range, markets sit at a crossroads. Stabilizing yields favor selective buying of oversold Growth, while tariff risks and sticky inflation argue for defensive balance. The bond market remains the ultimate arbiter of risk appetite
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Factor Friday | Real Yields and the Rotation: What’s Driving U.S. Large-Cap Growth vs. Value?

Growth and Value leadership often hinges on real yields. When inflation-adjusted rates rise, Value historically gains the edge; when they fall, Growth regains momentum. Understanding real yield regimes helps investors anticipate style rotations and position portfolios as macro conditions evolve.
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ETFsector.com Daily Trading Outlook

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ETFsector.com Daily Trading Outlook

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Elev8 Sector Rotation Portfolio: January Performance Recap

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World Wide Wednesday: Why South Korea and Japan Are Leading

South Korea and Japan have outperformed on structural tech leadership, corporate governance reform, and supportive macro policy. Semiconductors and industrial exporters anchor earnings momentum, while improving capital returns and attractive valuations position EWY and EWJ as compelling vehicles for diversified international equity exposure.
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ETFsector.com Daily Trading Outlook

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ETFsector.com Daily Trading Outlook

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