General - Another modest opening for $SPX. Perhaps another slow creep higher. Rotation under the covers. I think we'll see relative valuations compress during Q2. This implies value factor outperformance in general, and intriguingly, a return to favor of large cap tech. $fb $amzn $msft

5:55am PDT - April 12th, 2021

Another modest opening for $SPX. Perhaps another slow creep higher. Rotation under the covers. I think we'll see relative valuations compress during Q2. This implies value factor outperformance in general, and intriguingly, a return to favor of large cap tech. $fb $amzn $msft

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Ryan Lampkin ☄️☁️ (@ryanlampkin)