Good morning, Guy, and I hope you had a great weekend…we are back with The Set-Up, discussing today’s rotation out of the Nasdaq and into banks, industrials, and small caps. We preview this week’s earnings from Cisco, Applied Materials, and Daft Kings. We debate the potential headwinds (for the global economy and markets) of increasingly heated rhetoric between the U.S. and China, and meeting; tariffs with tariffs… forced technology transfer with forced technology transfer and the tit for tat of placing sanctions on politicians. And of course, Apple… it’s market cap approaching the entirety of the Russell 2000 small-cap index.