Materials Evidence

In the short run, the market is a voting machine but in the long run it is a weighing machine. --Benjamin Graham

There's been a sea change in sentiment from a steady increase in bond yields. It has brought not just a rotation out of bonds but out of defensive names as well, including steadier dividend stocks. The recipient asset class? In May and June it was cash: We can tell that from the pullback in the last two months. But more recently, money has been flowing into "growth" sectors. Materials, a long-suffering sector, seems to have finally caught a break, especially the miners. Is this the all-clear that they have finally bottomed out?...413 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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