A Large Rotation This Week.

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• A rotation from outperforming mega-tech & risk-assets into energy, commodities, USD and equal weight S&P 500 is underway this week.

• QUAL>SPY

• QQQ’s high-watermark is $320 & BTC to $30K

• China innovation (KSTR) is catching our eye. CPNG also.

• Commercial office space is the next domino to fall. Look at VNO…