No Knowing Pain Trades

i'm vexed this quarter on consumer discretionary. You're probably going to see a nasty rotation at a farma because a whole bunch of people that shouldn't be there are there now. i think crae, i think cramer called the bottom a couple of times, as sure did. Anda, it's going to be really, there'sgon no matter what, there'sgoing to be incredibly violent rotations until, i believe we hit the beginning of quantitative tightening.