US Composite Index
Long

The rotation from MegaCaps to SmallCaps is in FULL swing.

194
Disclaimer: This chart shows how Non-Nasdaq100 Companies have fared vs Nasdaq100 Companies. I personally interpret this as the "SmallCap vs MegaCap Index".

The recent days have been incredible. We're witnessing the probably strongest rotation from MegaCaps to SmallCaps the market has ever seen.🙌

As some of you might now from my previous ideas - we've been in a bear market for a year, starting on February 11 2021:

We've been in a huge bear market since February - nobody noticed



That bear market seems to be at an end now while the bear market for MegaCaps is just getting started 🐻.

Trial number 3 seems to be successful - other's have miserably failed, like this one in August:

The bottom for SmallCaps might be in




While MegaCaps have tanked, normal stocks have rallied 🚀:

snapshot
Disclaimer: The chart you can see above is the Nasdaq Composite Index (IXIQ) cleaned of Nasdaq100 companies (to the best of my knowledge).


It's definitely a good time to be out of ETF's and be in individual stocks that have reasonable valuations as compared to most US MegaCaps.
As always, let me know your thoughts. 🤯







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