Rotation, Not Recession: A Broadening Market Emerges
03/03/2026 | 10 min
» Market Rotation: Volatility seems the most concentrated in software businesses, while market leadership is broadening toward other sectors. » Economic Resilience: Ending 2025 with 4% growth, the economy remains strong and supported by U.S. Federal Reserve rate cuts, unlike the 2000’s Tech Bubble. » Private Sector Strength: Core economic health remains steady and quietly strong when excluding volatile trade data. » CapEx Growth: Rising corporate investment in property and equipment points toward sustained productivity and industrial gains in the coming years. » Labor Stability: After hitting a floor in late 2025, we expect jobs growth to stabilize around 100,000 per month, which approximates the labor force growth.
Talking Points: Understanding Inflation
15/01/2026 | 8 min
December 2025: Aligned With the Fed - A Supportive Backdrop for Growth
30/12/2025 | 9 min
Why Gold and Silver are Surging in 2025
09/12/2025 | 5 min
November 2025: Navigating Uncertainty The U.S. Economy & Financial Markets Offer Opportunities
Acerca de Shelton Capital Management | Real Investment Insights
Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric customer service. Founded in 1985, the company provides mutual funds, ETFs, ETF-Based Portfolios, and separately managed accounts to the clients of wealth managers, retirement plans, and individual investors. As of January 31st, 2026, the firm manages more than $7 billion in assets across fixed income portfolios, U.S. equity and international equity strategies, ESG solutions, and equity income products leveraging our expertise in options. Over the decades, we’ve collected awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pension & Investments. The company continues to add key employee talent and expand their institutional expertise. Shelton is headquartered in Denver, Colorado with additional offices in San Francisco. For more information, visit www.sheltoncap.com
España