The hottest stocks could/should continue to do well if the market keeps on chugging higher. However, there are some other names that could also help the investors’ performance over the rest of the year.
The Fed’s rate announcements and the Chairman’s press conferences are always important. However, with Treasury yields testing key resistance levels, these events are going to be particularly important this time around.
There are a few reasons to think that the level of liquidity sloshing around the system might become a bit less plentiful as we move into the spring months. That will make some of the risk assets that have become overbought (and in many cases, quite expensive) very vulnerable over the near-term.