TSP Talk Blog

The rotation trade that everyone is talking about was in full force yesterday. The Dow shot up another 464-points to a new all time high - same for the Dow Transports, and the small caps and S&P 500 broke above important resistance. Yet the rally that was helped by those amazing FAANG stocks over the last few years, is now doing so without those high tech names. The Nasdaq was down yesterday and is still 7% off its recent highs.

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