obsession with the qqqq

I was bumbling around doing some reading... I think I've decided to stop reading Misch.... I did just do some cyberstalking.....LOL he is a GOLDBUG...... LOL....

the classic bad investor.

but.. I was reading .. You know too many people are obsessed with the qqqq's as an indicator of the recovery. Let me say that they are a lagging indicator based on sector rotation... The other thing is that in the last recession ... well "I hear" that the thing that was hot into a recession is the thing that comes out last in the recession last...

so materials were so hot. One would suggest that the last thing to recover will be materials and oil.

But again... It's rotation.. and probably when the qqqq's recover that will be "THE bottom"