Large-cap Telecom continues to run with the strongest readings we have ever had. The sector is coming in first in all readings across the board. Yet, mid-caps are the exact opposite with some of the weakest readings. Next, Energy is starting to make some headway with very strong 3-month readings in mid-cap names. However, the longer-term readings are still very weak. Lastly, mid-cap technology names continue to gain ground with very good readings, while the large-cap names struggle.
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Don Hays & Nicholas Warf
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