Will the Fed decide to raise rates during their next meeting in September? That seems to be the most common question pondered by the investment community. The Fed already told us that they intend to return to normalcy. So are there any reasons to change course? If not, we must assume if not now, then later. Interest rates will either rise or stay the same, but

unlikely to drop. Therefore, overweighting your position in banks makes a lot of sense. Banks make more money when interest rates are rising.  The banking sector has underperformed the market since the summer of 2015 and are now exhibiting relative strength.