Pls note that Materials and Industrial good got less of the sun and more of the heat which kind of contradicts the notion of green shoots, which would see a incremental strengthening of the Industrial Segment........
On the other side we see a sector rotation into healthcare which is consistent with defensive strategies of the smart money.
As an aside, has anyone noticed what Paulson (not the former Treasury Sec but the smartest Hedgie out there...) has done with his money (click here) .Here you have guy who has done everything right over the lase 2 yrs, so it's worth noticing where the Elephants go........and they are not going into Banks, Industrials, Materials etc.
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