Well, in last week’s post I joked about the two best looking horses in the glue factory. I made that jest in hinting about a rotation. As the saying goes, there’s a little grain of truth in every joke. As Friday’s action progressed, it turned into one of the ugliest days of late. On the surface, you may not have seen that. This was a covert attack in plain sight. Big leaders, those previously credited for lifting the market, got smacked. Money seems to be seeking refuge in the bigs. Tune in with me as I toss out a few names. Need more info on what do with those names, consider Financial Intelligence Training.