* BofA 하트넷 1분기 투자전략 : "Long boom, Short bubble”

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~ Hartnett says the correct first-quarter strategy is “rotate not yet retreat,” with allocations shifting toward value-oriented cyclicals such as Banks, Real Estate, Materials, Industrials, small caps and mid caps.

~ He also believes investors should be “maintaining but no longer adding to defensive Magnificent 7" mega caps. 

~ The call reflects a market backdrop Hartnett describes as a “long boom, short bubble” environment. While sentiment indicators are stretched, Hartnett argues that macro conditions still support staying long risk assets


https://www.investing.com/news/stock-market-news/bofas-hartnett-urges-rotation-into-cyclicals-trims-defensive-stance-4439282