Last Thursday, the Software and Services industry saw its market cap as a share of total S&P 500 market cap fall below 9% for the first time since July 24, 2011. 

Cotton was lower as there does not appear to be any bullish news for the market coming soon. Trends are down on the daily and weekly charts.

Gold up over 70% as Bitcoin falls 27% last 12 months despite inflation and fall in US dollar.

A recap and analysis of a stock-picker's week is followed by our strategy note. We include a few stocks and ETFs that could be considered buying opportunities to implement strategies of two prevalent trends: Rotation to Value and Sell America.