The Twelve

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The Twelve
The Twelve
BORING CAN BE BEAUTIFUL

BORING CAN BE BEAUTIFUL

Rotation into boring stocks

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The Twelve
Jul 18, 2024
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The Twelve
The Twelve
BORING CAN BE BEAUTIFUL
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Gravity…it always wins. When you through a watermelon off a building, does it go up or float? No. It falls to earth. Gravity always has a chapter is the book of investing.

Nvidia, Super Micro Computers, Microsoft, Apple and a hand full of others have had a fabulous run over the last twelve months. Yet gravity seems to be taking a toll on these MAG stocks.

So where is the money going?

As I shared with readers yesterday, in the last 30 days there has been a rotation into risk off asset sectors. Today I want to share a boring company that I have an eye on.

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