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Signs of a sector rotation — plus 2 more themes to watch in the stock market

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People walk by the New York Stock Exchange (NYSE) on November 02, 2023 in New York City. 

Spencer Platt | Getty Images News | Getty Images

It was another win for the bulls this week. Wall Street started the month of December higher Friday — building on November’s rally, which broke a three-month losing streak. November really lived up to its stellar reputation, with monthly gains of nearly 8.8% for the Dow, about 8.9% for the S&P 500 and 10.7% for the Nasdaq. Historically, November is the best month of the year for the stock market, and December is third, according to the Stock Trader’s Almanac.

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