If there has been one trading theme that has dominated the first half of the first trading month of the year, that theme is “buying banks.” And while market pundits and prognosticators argued over the merits of a rally in a sector that most people had left for dead months ago, traders and active investors who remained focused on the data rather than the debating points were able to sell strength in the banks as stocks in that sector began roll over late last week…
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