Today’s mkt is a lot about “rotation” — out of tech + 
health care, into industrials, retail, banks and energy.

Some of the new leaders, so far:

Harley $HOG +15.9%
CapitalOne $COF +8.9
Cummins $CMI +7.3
Best Buy $BBY +4.2
Honeywell $HON +3.4
Exxon $XOM +2.5

vs:

Nasdaq -0.7%