Is the Commodity Cycle Here Theory?

I'm attracted to value stocks these days. Foreign stocks generally, and we can have a whole discussion about how you carve that up. It seems like there's a rethink that's happening where the real risk on play actually could be emerging markets as opposed to large cap tech. The question is when the Fed decides that, yeah, we've peaked and we really don't have to raise interest rates no more. We may be at that point. Once we get, it's going to take a few more months at the least that really get a high confidence read on that.

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