| An Important Shift in Capital Rotation is when capital moves from one sector to another. Typically, it consists of capital moving from winning industries to industries that are lagging behind. In our current market, this would mean money moving from tech and semiconductors into things like cruise lines, theme parks, airlines, and other laggards. Let me show you an example. JPMorgan (JPM) is the largest bank in the US. Take a look at how JPM shares (black line below) have performed relative to the performance of the FANG stocks (Facebook, Apple, Netflix, and Google as depicted by the red line) since the March lows and you’ll see what I mean by “lagging.” However, from a technical analysis perspective, JPM looks ready to rocket higher. The bank’s share price has just broken above critical resistance (red line below). And if indeed the economy is improving greatly, then banks like JPMorgan should do very well (they profit from economic growth via their loan portfolios). Now, I’m NOT saying to go out and buy JPM today. But this is a great example of how the markets work: capital rotates from one sector to another based on new developments. High Impact Investment Ideas In terms of specific investment ideas to consider today, I recently told subscribers of my Strategic Impact newsletter about nine investments that could outperform the broader stock market as the economy reopened. We’ve already closed out four of these positions at gains of 9%, 9%, 24%, and 47%. As I write this Friday morning, several of our current open positions are winners — some of them already in the double digits. To learn more about investment ideas like these and secure your opportunity to see how to profit… click here. And one last thing: If you are already subscribed to my Strategic Impact newsletter, I have a request… Next week I’m going to be recording a video with Phoenix Press publisher Doug Hill, which will be sent to all Strategic Impact subscribers. And we’ll have the chance to go over some questions from readers. Click here to submit questions now. And again, if you’re not currently a Strategic Impact subscriber, click here for more details on how to join. Best Regards,  Graham Summers Editor, Money & Crisis |
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