The Great Rotation Into The Next Bear Market?

Описание: After a powerful rally off the 2025 lows, U.S. markets are no longer moving in unison. Growth leadership is breaking down, relative strength is rotating toward value, cyclicals, and international markets, and several long-term ratio charts are flashing signals we haven’t seen in years. In this update, Todd walks through the key evidence - from VUG/VTV and NDX/SPX ratios to yields, inflation expectations, and sector rotation; Explains why Inside Edge Capital has raised cash, reduced technology exposure, and added hedges as this transition unfolds.

Active Portfolio Management, Comprehensive Financial Planning:
www.InsideEdgeCapital.com


#stocks #investmentadvice #planning #tradingstrategy #portfoliomanagement #ria #technicalanalysis #fundamentalanalysis

Follow us on social networks:
X: https://www.x.com/ToddFGordon
Instagram: / toddgordonreal
Facebook: / insideedgecapital

Inside Edge Capital, LLC is a registered investment adviser located in Saratoga Springs, NY

Inside Edge Capital & its representatives are in compliance with the current registration & notice filing requirements imposed upon registered investment advisers by those states in which Inside Edge Capital maintains clients. Inside Edge Capital may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The information in this presentation should not be construed, in any manner whatsoever, as a substitute for personalized individual advice from Inside Edge Capital.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Information presented is also dated material and may be out of date or obsolete after the date of publication. Investment model performance is dependent on the time period selected and may not fully reflect actual model performance based on trade timing and other factors. This report is not intended to predict or show any actual account performance. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Past performance is not indicative of future performance. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Inside Edge Capital), or product referenced directly or indirectly in this report, will be profitable. Different types of investments involve varying degrees of risk, & there can be no assurance
that any specific investment or investment strategy will suitable for a client’s or prospective client’s investment portfolio.

The information within this report was researched by Inside Edge Capital with the tools available to the Inside Edge Capital from DTN IQ, Optuma, YCharts, CNBC, TD Ameritrade, Schwab, and Deepvue.

Various indexes were chosen that are generally recognized as indicators or representation of the stock market in general. Indices are typically not available for direct investment, are unmanaged and do not include fees or expenses. Some indices may also not reflect reinvestment of dividends.