What's the Best of the Worst?

When lumber is very weak because it's a tail on housing, small caps significantly underperformed large caps. The domestic consumer's primary wealth is their home. So to the extent that lumber telling you housing is screwed, then it would make sense that consumers are screwed. You'll get discretionary stocks. Those look screwed. It's a small cap. But overall, you see a clear picture of the entire financial market, everything's financial guys.

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