Founders: Equity Rotation Out of Magnificent 7 is Huge This Year

The whole street is going full Hartnett this allocation season. It is so big you almost want to fade it.

Note: While we do not think Goldman is actually “surprised” by this behavior.. since they themselves advise the client base on what they will be recommending to the muppet class.. we do note, however, that it is happening.

The whole street is going full Hartnett this allocation season. It is so big you almost want to fade it…