ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Old Leadership Bounces Back With A Vengeance"
Episode Synopsis
Two big things you need to know: First, we highlight how and why old leadership in the US equity market has returned with a vengeance and run through our latest thoughts on what might get the rotation trade going again. Second, several of the gauges of investor sentiment and equity market risk that we track are keeping us neutral on stocks through year-end for now, and tactically cautious.
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