{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"2-3-26 Reflation Rotation | Before the Bell","description":"Industrial and Basic Materials stocks are leading the \u201creflation\u201d narrative\u2014both have been strong, with Industrials tagging fresh highs and Materials extending a sharp run since December. The catch: these areas are increasingly overbought, and valuations eventually matter. The key question for 2026 is whether earnings and growth can \u201ccatch up\u201d to prices that have already sprinted ahead. In this pre-market update, we walk through why disciplined investors rebalance to targets, take partial profits, and reduce risk without \u201cselling everything.\u201d We also highlight what rotations tend to do: money chases what\u2019s hot, then swings back toward what was ignored. Staples were deeply out of favor late last year\u2014then rallied as flows rotated. Energy also rebounded as oil broke higher after an oversold setup, but as positions work, it\u2019s time to harvest gains and avoid giving them back during the next volatility spike. Finally, we discuss where the next rotation could emerge: defensive, higher-dividend areas like Utilities have lagged and are out of favor\u2014often a condition that sets up future inflows when investors pivot from offense to defense. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https:\/\/youtu.be\/9f2tn_O1BUc --- Articles mentioned in this report: &quot;Precious Metals Aren\u2019t Predicting Economic Collapse&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/precious-metals-arent-predicting-economic-collapse-draft\/  --- Get more info &amp;amp; commentary: https:\/\/realinvestmentadvice.com\/insights\/real-investment-daily\/  --- Visit our Site: https:\/\/www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https:\/\/www.simplevisor.com\/register-new --- Connect with us on social: https:\/\/twitter.com\/RealInvAdvice https:\/\/twitter.com\/LanceRoberts https:\/\/www.facebook.com\/RealInvestmentAdvice\/ https:\/\/www.linkedin.com\/in\/realinvestmentadvice\/ #StockMarket #SectorRotation #RiskManagement #ReflationTrade #PortfolioRebalancing ","author_name":"The Real Investment Show Podcast","author_url":"http:\/\/soundcloud.com\/the-lance-roberts-show","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/39980235\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/87A93A\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/39980235"}