Asset Rotation like a Game of Musical Chairs

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Stocks ended mixed today as the asset rotation game continues to play out. Today’s game of musical chairs saw energy stocks leading the declines amid a pullback in oil prices (nearly 4%). Also, financials pulled back ahead of big earnings this week from banks JPM, WFC, BAC (on Friday). The Nasdaq hit a new all time high led by AMZN, FB, and GOOGL. Here are some ideas for this trading week…

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