A rather quiet day as stocks started out mixed, ultimately extending gains for today’s session showing more evidence of breadth improvement within US equities. Another BIG day of rotation within tech was made apparent, in particular strong outperformance of 'hardware' semiconductors vs 'software' . As previously stated by my well hearalded colleague Ben Denney, “still plenty of room to rotate further back within the past 2yrs range following the huge 'software' outperformance from the August '2…
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