I Wasn't Joking About "Risk-Off" - This Is What to Do

Hello TheoTrader,

Over the past couple of weeks here in Sector Leader Bullseye, I've been ringing the alarm surrounding the flow of capital into defensive segments of the market.

In fact, I felt so strongly about it that I was compelled to do a special session on Wednesday on the cautionary rotations taking place underneath the surface of the market.

One of my big concerns right now is that the Fed is late to the rate cut party. We saw the Bank of England cut rates 25-basis points this week, but the even bigger surprise was the Bank of Japan, which finally put an end to NIRP (Negative Interest Rate Policy).

The problem now is that the risk-off capital flows are accelerating, and I think we could be in for some real turbulence in the weeks ahead. Check this out…