Reminder: Brown Technical Insights is off next week. Schedule is normal the rest of this week, but the next Monday Morning Playbook will be on June 29.
If I died in Colbert County
Would it make the evening news?
They too busy blowin’ rockets
Puttin’ people on the moonMary Alice, she quit askin’
Why I do the things I do
I ain’t sayin’ that she likes it
But what else I’m gonna do?If I could solve the world’s problems
I’d probably start with hers and mine
But they can put a man on the moon
And I’m stuck down here just scraping by-Patterson Hood. “Puttin’ people on the moon”. The Drive By Truckers
Good morning,
The character in Patterson Hood’s great song may have felt left behind amid space race fever, but what about the rest of this market?
If you recall, the big question from last week was “Can we believe in the rotation?” With technology and the AI trade correcting, left-behind areas seem destined for some outperformance.
But could they deliver absolute gains?
