Makes sense, by cycling. I do agree on fading the FANG stocks but thats what's kept us lofty and those names are up there in weight on S&P.
Energy may seem like better risk reward but who knows where that falling knife ends up. I already took a shot at XLE and was a day late on a mini bounce and got hammered. Smaller names may be driven right out of business, would have to hand pick the companies with more cash and less debt I suppose.
Will be interesting in how we start off the new year next week
Market Data 
Markets 
AI
