Dana Lyons, Fund Manager and Editor of the Lyons Share joins us to unpack conditions that point to a potential turn higher in the US markets. We discuss the continuing rotation trade, where things are shifting from growth back to value, with healthcare and tech having lagged lately, but more potential in financials, energy, cybersecurity, and consumer discretionary sectors. Dana reviews a number of country-specific ETFs where he sees room for growth including Japan, Ireland, Russian, Norway, India, and Indonesia. We wrap up with his outlook on the commodities mostly focused on oil, nat gas, cotton, and copper.
Click here to check out Dana’s site: https://lyonssharepro.com/