
Mega Cap Tech Leads the Way--But Is a Market Rotation Around the Corner?
Real Vision: Finance & Investing
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Is There a Leader in Financials?
We have overweight recommendations right now for financials and also asumer discretionary and now technology. Think those are great leadership sectors for financials. Looking deeper than at those that comprise the fangs or the mega caps, we're seen a lot of breakouts in software and m semi conductors is even starting to break out. So you find some spots of strength there too.
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