The Globe and Mail
🏢 Globe and Mail Inc. (Woodbridge)
Jun 29, 2026
· 8 min read
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Market Factors: The U.S. market’s big rotation - and why I missed it
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Article Excerpt
NEWSLETTER
Market Factors: The U.S. market’s big rotation - and why I missed it
SCOTT BARLOW
MARKET STRATEGIST
PUBLISHED JUNE 29, 2026
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In section one of this Market Factors I managed to combine a victory lap and a mea culpa on my market forecasting ability. Section two covers a derivative strategist’s Bubble Risk Indicator and the diversion discusses an important investor Achilles Heel.
CONFESSION TIME
Welcome volatility and cross-border news creep
There …
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Jul 28, 2026