Damanick Dantes, CMT breaks down the quiet shifts happening beneath the surface of the stock market. U.S. high-beta stocks have been leading, but narrow market breadth raises the question — how long can a few names carry the rally? Damanick explains why healthy bull markets need rotation, how cyclical sectors can signal renewed optimism, and why quality companies — those with strong balance sheets and durable profits — are worth watching in this late-cycle phase. Plus, we look at how global value stocks in Europe and emerging markets may offer diversification as leadership broadens beyond U.S. tech.
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Key Takeaway:
Rotation and selectivity — not just momentum — will shape the next leg of this market.
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