The pain trade is higher. Watch the Chinese reopen.

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This week:

• Commodities ($GSG) will be weak

• China innovation ($KSTR) is still catching our eye. CPNG too.

• QQQ (Mega-cap) and Quality Factor ($QUAL) will outperform equally weighted S&P 500 in the near term.

• Remember, if the Fed pivots too early and into a high inflation scenario, it would be bearish for USD th…