Oil just crashed 15% overnight, and most investors are focused on the headline instead of the real opportunity. In this video, Mark breaks down why the biggest move now may not be in energy at all — but in the rotation trade forming underneath the surface. From airlines to consumer discretionary to emerging markets ex-China, this is where falling oil could start reshaping the market fast. He also explains why this is not a signal to abandon energy, gold, or short-term Treasuries altogether, and why the macro backdrop still matters. If you want the real trade instead of the obvious one, this is the breakdown to watch.

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