Hector Projector On Sector Rotation

Beware analysts bearing microphones. A primary narrative that we have been hearing across the mainstream financial media airwaves is the following – the long overdue rotation out of growth driven technology and into recently beat down value segments such as financials and energy is on like Donkey Kong. And while I will be among the first to contend that such a rotation is indeed well overdue after so many months of divergence, it remains important to keep your eye on the actual data. For the lingering question four trading days on from the initial tech sell off last Friday remains the following: “But is it?”

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