Following the Money · Invest & Retire Community

Following the Money

I’ve been screening for momentum and one thing keeps popping up: retail is quietly leading the pack --- and here are a few names that stood out for me (see image), and more importantly, what they’ve done in just the last month:

AEO up 57.49 percent
WRB up 56.68 percent
ANF up 68.37 percent
DBI up 129.33 percent
KSS up 30.32 percent\

Tech can still run, no doubt. But I’m starting to be more intentional in paying attention to where capital is actually rotating - and waiting for the right opportunities to capitalize on momentum where the money is already committing. Typically I like to look for tight consolidations and then wait for a breakout for confirmation.

Curious how others are positioning in this market climate - which is looking to to be a sideways/bear market.

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