After being on the watchlist for weeks, IDEX Corporation (IEX) is finally graduating to the real portfolio. IDEX has held steadily inside the rising channel we mentioned when I first expressed interest in the stock. If the trend was going to break, it would have done so by now (in the midst of the market’s [...]

A few days ago I posted an updated sector rotation chart. However, that’s only half the picture of the current market environment. I’m just as interested in market cap (large, mid, small) and style (value versus growth) rotation. It just so happens that e really hadn’t seen any… until now.
With our last look on October [...]