CNBC's "Fast Money" cover image

THE MAN WHO MOVES MARKETS SAYS BREAK OUT YOUR RALLY CAP!

CNBC's "Fast Money"

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Equity Positioning From Institutional Funds

Hemarco has been very effective in the last couple of years with its equity positioning from institutions. And where they are, seems to me equities are heavy over w there. Does that concern you? And again, in terms of rotation, you seem to be pretty excited about emerging and global markets,. maybe more so than us.

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