On this week’s episode of Tape Talk we take a look at the quarter ahead and what might be in store for the market. Will inflation finally tick up? Will technology stocks take a back seat as other sectors catch up? How is sector rotation showing itself now? Find out this and more as we explore second quarter themes.

Stodgy Tech Stocks

Technology stocks have been widely in the news over the past few years. It’s difficult to read about the markets without seeing mention of Facebook, Amazon, Apple, Netflix, Google, or Microsoft. However, these few stocks do not encompass the entire tech universe. We’ll take a look at some of the stodgier names that have been picking up lately. Is there potential here for investors to gain technology exposure at lower valuations? We’ll ask that and more.

Volatility Is Back

Unless you’ve been living under a rock or in a coma you’ve likely realized that volatility was back in force during the first quarter of this year. The recent increase in daily market moves has highlighted the movement of money between sectors. Is this rotation a new normal or simply a passing fad?

Inflation Concerns

Inflation may finally show up to the party this year. We’ll take a look at some of the key areas to participate in the inflation trade. Is gold right for investors’ portfolios here? We consider both the technical set-up and the fundamentals in favor of investors’ favorite inflation hedge to see if now may finally be the time to add the shimmering metal to their investment line-up.

Tangible Stuff

Speaking of inflation, what does inflation and a roaring economy mean for materials and inputs? We discuss our recent exposure to the steel sector and why that might make sense in this environment of increased focus on construction and infrastructure.