03/24/2021 - Gerard Minack – The rotation into last cycle’s laggards will continue, while the former leaders will be facing headwinds.

“If we see fiscal policy take over as the primary manager of the economic cycle, with central banks just in a supportive role, then this could be an extended high-growth cycle where economies are run much hotter than they have been for arguably 15 years. And in that environment you want to invest in companies with the ability to expand earnings fast when sales go up.”

LINK HERE to the Article

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