"The key observation here is that behavior among different sectors changes at tops, bottoms and middles. That is true for markets, and it is true for economic cycles as well. For those who see bubbles, I suggest considering the possibility of a rotation." - Barry RitholtzFor more visit: The Big PictureFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.