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Sectorrotation

SICK sector rotations to defensive stocks for US stock market!I posted so much less stock ideas this quarter as generally I like to long stock that I'm willing to invest, and look for bullish set-ups. While even I'm still bullish in so many names, but there aren't so many bullish set-ups in this market. Wait a minute, defensive stocks are big exceptions and perfect choice for bottom-up strategy recently, and it's more than reasonable! KO PG MCD YUM COST and other classic defensive names like VZ, JNJ, MRK, PEP all showed great relative strength than the market! (T is the lagger though) That is, P/E ratio for tech stocks encounters huge corrections and the money come out of them just ran into these defensive stocks. U.S stock market is still the top choice as there aren't many better alternatives. While, investors tend to turn money into defensive stocks to fight for fluctuations. In conclusion, it's still far from a financial crisis and it's still not too late to look for long opportunities in this sector! Let's see how it goes!
NYSE:MCDEducation
by Trader_Joe_Lee
Updated
22
1122
…999999

Select market data provided by ICE Data services. Select reference data provided by FactSet. Copyright © 2025 FactSet Research Systems Inc.© 2025 TradingView, Inc.

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