Mega Caps and Semis Off to a Weak Start of the Week

1:03 p.m. ET The morning has been dynamic so far with mega-caps and semis underperforming and cyclicals/defensives/value stocks out performing in early trade. That’s moderated somewhat since I started this post, which has caused me to have to rewrite it several times. I want to start with something I warned to be on the lookout…