What has my attention and/or for which I’ve assumed risk currently:
Big caps, regional financials, semis, utilities seem to have taken pole position as well known growth favorites are declining in price.
Attempts at private equity, homebuilding, precious metals are out for losses, which all have their respective correlations to the price of credit.
Below some charts:
For recent long stops/losers on actual trades as well as on “favorite” candidates: