$XLY vs $XLP was a good signal to get defensive, but $amzn $hd $mcd make up 42.5% of XLY and $pg $ko $pep $wmt make up 47% of xlp. looking at $rcd vs $rhs equal weight discretionaries vs staples looks much different. If they stay above 2008/09 lows bullish, below bearish https://t.co/PogniwftwS