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Strategies & Market Trends : General market lab and commentary
SPY 683.47+0.6%4:00 PM EST

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From: Robohogs2/21/2016 6:23:28 AM
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Interesting that FANG and Consumer Discretionary significantly trailing in this rally. Prob good news as those were the ATH guys in the fall. Think AMZN (in both), HD, SBUX, NFLX. They are all in the penalty box. Will their falls be as severe as say a CELG or GILD? Bios may exit the penalty box esp with Sanders less likely now and Rubio looking like a good bet for Rs.

On the politics, I am surprised at the pundits thinking Trump looking like a lock as long as race stays at 3-4 candidates. I think they are replacing the question of Who gets enough delegates with Who will have the most delegates. No way Trump gets nomination if not on the first ballot unless Cruz wants to destroy the party since he can't win. That is likely also why Kasich staying in - Rubio cannot beat Trump in winner take all big state Ohio. Kasich in takes those delegates from Trump. Watch - Kasich will suspend campaign after not getting momentum post Midwest.
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