Markets demonstrated some strength Tuesday, but finished off their highs. Again there was some tech softness, as the Nasdaq crawled to an even finish. AAPL GOOG are now down 3 and 2% respectively in the last 2 sessions. Is the Nasdaq under performance a healthy pause, or some nascent sector rotation? No one knows for sure, but for that reason I am starting to focus more on energy names, on the back of S&P 500 relative strength. The XLE took Read the Rest…

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