Arnim Holzer says that the recent market concerns are related to rates, and that he sees potential for a greater value rotation to prepare for tapering. In addition, high valuation sectors and stocks need defending.
The Watch List
18 Feb 2021
Market Overtime
20 Nov 2020
The Watch List
08 Feb 2021
Market Overtime
26 Feb 2021
Market Overtime
26 Feb 2021
Arnim Holzer says that the recent market concerns are related to rates, and that he sees potential for a greater value rotation to prepare for tapering. In addition, high valuation sectors and stocks need defending.
The Watch List
18 Feb 2021