The rotation out of Tech pauses...for now. Growth stocks bounce off the floor as we with diamond hands buy the dip. ETF dollars flow back to QQQ and ARK. And Tesla rallied 16% on the week. Bobby and I also doubled up on Chinese Tech.

In the words of Cathy, we are seeing the rally of ages now broaden out to all sectors, with value finally catching up. But not to be outdone, the Bond Market kept up its bout of volatility on Friday with yields spiking up.

What's more, the Fed must make a decision in the coming days about whether it should extend a provision that allowed banks to exclude treasuries in its leverage ratios. 

Finally we discuss NFTs. What's an NFT?