Simon discusses the massive market rotation underway and suggests it is mostly the result of extreme positioning. He cautions on how hard it is to predict trigger points and reinforces the merits of being patient with portfolio diversification. He also mentions how there is historical precedent for the recent political turmoil and offers that investors should not overreact to recent news flow. He reviews the recent quarterly reports from UNH, T, DHR and V. 

WIG Names Discussed: UNH, T, DHR, V 

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