The stock market rotation that rocked investors this month may have been driven by a technicality

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The massive market transformation this month that some on Wall Street called a 'once in a decade opportunity' might have just been a one-off technical move because of taxes.

The reversal in momentum, which seemed to abate this week, could be explained by a sudden stop in tax loss harvesting, some on Wall Street said.Tax loss selling might have stopped due to speculations the Trump administration would pass a bill to reduce capital-gain taxes, according to Barclay's head of equity derivatives strategy Maneesh Deshpande.

"It's quite possible some of the dominant robo advisors could have assumed that the U.S. administration would indeed follow through with its proposal on Sept. 9, and decided to change their optimization to take this into account," Barclay's head of equity derivatives strategy Maneesh Deshpande said in a note on Wednesday.

Tax loss harvesters might have stopped selling losers and adding winners on the prospect that capital-gains taxes would go down, which could make tax loss selling less beneficial. Such a change could have caused the downturn in momentum due to less selling of falling stocks and less buying of rising names.

"Of course, it is also entirely possible that some other investors would have put on the trade in anticipation of such a proposal," Deshpande said.hit its highest level since January 2018 on Sept. 11 as the rotation hit its pinnacle.

 

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Sure bud, you bet. So you guys are on the Trump propaganda team now too huh? Integrity is a hard thing to get back. Trump is temporary.

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