Market Rotation: Where’s the Money Moving Now?
Frank analyzes the market’s next phase as leadership narrows and rotation quietly becomes the focus. He explains how large-cap tech—especially semiconductors—has driven the S&P 500 higher even as breadth has weakened. Frank highlights emerging setups in energy, financials, and pharmaceuticals, along with bullish patterns that signal where capital may shift next. He also reviews commodities and crypto as potential confirmation areas, outlining what needs to happen for the rally to broaden and sustain.
The video was originally published on May 6, 2026.
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