回复@Bear_Prince: Hit my stop loss on SMH today, but still expecting rotation to small cap in June//@Bear_Prince:回复@Bear_Prince:This. What a wild day. 我又想用”Don’t let it fool you again”。PCE and Chicago pmi favors risky asset, selloff past few days were really the aggressive rotation into month end rebalance and maybe some about Trump Verdict. Take away from this week is inflation is truely slowing down and labor market is loosening. The aggressive rotation out of software this week/month end, they will soon add back in June imho. Stay invested