HomeMarketsFuturesDan Deming’s 2025 Themes: Rotation, Mean Reversion, Equal Weight

Dan Deming’s 2025 Themes: Rotation, Mean Reversion, Equal Weight

Dan Deming thinks rotation and mean reversion are the themes of 2025. From a “defensive standpoint,” he’s focusing on sectors that have underperformed for the last few years. He covers bonds, gold, and the dollar – which he expects to fall.

Market On Close

24 Feb 2025

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