May 3, 2026 
4 min read 
The old market adage to reduce exposure as the calendar turns into this period retains its relevance, but with nuance. After a strong run among certain highly valued names, the more likely outcome is a pullback in those overextended issues and a sudden reallocation of capital into names that have been dormant. That rotation tends to take time to build and then accelerates quickly, creating opportunities in select sectors and individual stocks rather than broad market rallies.
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