More Value Violence… Rotation rolls on after Friday’s fierce move into Value/Cyclicals/smalls caps as investors scramble to avoid missing out on the bounce of the beaten-downs coming on back of the reopening narrative. The usual Value suspects (Energy, Banks, Autos, cruisers, airlines) are leading the way while FANG weakness makes it clear where the funding $ are coming from and keeps the wider indices somewhat at bay (flexing their concentration risk muscles).
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