Seven sectors with clean positioning.
The outcasts that nobody wantsMarkets have an uncanny habit of punishing consensus. While investors continue chasing yesterday's winners, positioning data reveal a surprisingly long list of sectors sitting near multi-year lows in ownership. These aren't necessarily buys—but they're where the fuel for future reversals may be building. Healthcare positioning
The health care sector remains underowned despite improving fundamentals, raising the possibility that June marked the…
Health-care companies fell as traders continued to rotate out of traditionally defensive sectors into the technology sector.
At these highs, one distinction could matter a lot more than people think.
11 indicators that are surprisingly muted.
Contrarian long of the summer. You rarely get all four at the same time: low positioning, attractive valuations, superior…
Aditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth…
