The Sleeping Giants

The story inside the stock market has been all about rotation. It’s like the baton keeps getting handed from sector to sector. One week it’s energy and materials. Next week it’s tech and discretionary. So individual stocks go up and down while the group of stocks continues to rise.
The S&P 500 hit an all-time high today, and it’s doing it without any help from Amazon and Apple, two of the three…

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