Interesting BoA article discussing the likely sector rotation in 2018 as a result of the macro changes https://www.zerohedge.com/sites/default/files/styles/inline_image_desktop/public/inline-images/davos%20man%20joe%20six%20pack.jpg?itok=ta61qII7 https://www.zerohedge.com/news/2018-02-09/bofa-predicted-market-plunge-heres-what-it-thinks-happens-next