Co-produced with Trapping Value
Sectors go hot and sectors go cold and the cycle repeats. Today it is technology that is the "flavor du jour", with new IPOs coming out at 30X sales, and analysts making predictions that pretty much everything will be built on tech and nothing else. There is nothing new in financial markets, but human emotions make you think otherwise. That change from euphoria to despair and vice versa is what creates opportunities. As we dissect the landscape for our recently launched Options Income Portfolio, we found one thing that kept