The stock market had a mixed week. We saw a “mini-rotation” out of growth stocks, technology and stay-at-home stocks into back-to-normal stocks. 

There’s a resurgence in commodities and undervalued sectors like shippers, hotels, airlines and cruise liners mainly caused by a decline in COVID-19 cases while vaccine numbers rise. 

This is on top of President Joe Biden’s $1.9 trillion stimulus bill and Treasury Secretary Janet Yellen’s massive treasury account, where the extra capital will eventually make its way back into the stock market.

However, there is a growing fear of inflation as short-term rates remain steady and long-term rates increase — a simple sign that inflation is ahead of us.

Watch the entire roundtable with Midas Letter founder James West and other WealthPress traders to see our recommendations and trading strategies for this week