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Here Comes the Rotation Thumbnail

Here Comes the Rotation

Simon discusses the character of the stock market surge since the election and release of positive vaccine-related news. He does suggest short-term caution but notes the significant asset class/sector rotation and change in market leadership from the previous stock market peaks in August. Simon also shares some of the latest positive news flow from DIS, C, STZ, NOC, and LHX. Additional companies mentioned include AAPL, FB, GOOGL, and AMZN.

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