Rotation

Over the last few sessions there has been a rotation underway in the stock market. The leaders are lagging and the laggards are leading.
In order to examine this more closely, I had Nick run some data for me to compare the winners of the stay at home trade versus the losers of the pandemic economy.
In the group of winners I chose Teladoc, DocuSign, Zoom, Amazon, Peloton, and Shopify. The average stock in this basket is u…

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