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What's Leading the Cyclicals?
The BKX closed within three cents yesterday on the 5% drop, three cents, not 3% three cents of where it closed Friday last Friday. As I look, what's leading the cyclicals? Yeah, materials, industrials, financials. Stimulus round one was incredible for consumers. What are these quarters going to look like in the S&P 500 next summer when we have to lap those numbers?