I hope this podcast finds you in good health. In this month's newsletter I discuss:

• The social unrest in the US
• How it affects the market
• How it affects the US elections
• How the US elections affect the markets
• Sector rotation occurring & the recent trade

Towards the end of the month I sold the Canadian utility ETF and bought an undervalued sector. Find out what I bought and why in this month's newsletter.

Read the full article here:  https://tkdale.com/articles