rotation Archives | Mott Capital Management

The Reflation Trade Is Dead, Plus Micron, Roku, Netflix, and Biotech’s

June 20, 2018

[widget id=”text-28″] [widget id=”text-22″] The Reflation Trade Is Dead, Plus Micron, Roku, Netflix, and Biotech’s MICHAEL KRAMER AND THE CLIENTS OF MOTT CAPITAL OWN SHARES OF NFLX [widget id=”text-19″] The…

Italeave Is Back as Banks and Yields Are Crushed, Sector Rotation Is On!

May 29, 2018

[widget id=”text-22″] [widget id=”text-28″] Italeave Is Back as Banks and Yields Are Crushed, Sector Rotation Is On! [widget id=”text-19″] I have no idea how the Italians are going to vote…