Retail investors are diving into the stock rotation as the year kicks off, shifting away from crowded growth trades and into assets with direct links to the real economy. That's according to analysis from Scott Rubner, Citadel's head of equity and equity derivatives strategy, who flagged a "meaningful shift in leadership" in an equity rotation that was broadening out in the new year. "Equal-weight exposure continues to gain ground versus cap-weighted benchmarks, reflecting improving breadth and a more balanced contribution to returns. This trend suggests that market gains are being driven by a wider set of ... (full story)