
Exploring the Strongest Secular Trends from Peak to Trough.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | markstein3.substack.com |
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To be very clear, this is a NOT an article about calling a top, or even about the end being next Tuesday.
## The Market Cap Dislocation Setup: 32 vs 3
While markets are obsessing over AI stocks and rate cuts, the biggest asset revaluation opportunity in North America is hiding in plain sight: Canadian oil sands.
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Focusing on Sector Rotation in the strongest Asymmetric Secular Trends. Foreign > US Materials/ Energy > Tech Value > Growth Small > Large
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