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The Great Rotation Or A Figment Of Journalistic Imagination

In a previous blog I highlighted Ray Dalio and zerohedge's contrasting opinions on a phrase we were hearing a lot about around the start of the year : The Great Rotation.

I think Nick Gartside of JpMorgan has it spot on in this ftfm video when he labels it a "figment of journalistic imagination".

There are probably a few other worthy candidates for that title too ...

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.