John Kosar on Sector Rotation Fueling Rally & Keeping Volatility Contained

John Kosar takes a closer look at what’s really driving the S&P 500 (SPX) as it consolidates near historic highs. He explains why industrials, utilities, and technology are leading while defensive sectors lag, and why subdued volatility remains a key support for the rally. Kosar also cautions that headline‑driven momentum makes disciplined, data‑based analysis more important than prediction.

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