There’s been a lot of talk about a looming stock market “rotation.”

What exactly does this mean?

It’s a very simple way of saying money will flow away from one asset or industry and into another. The money that was previously invested and flowing over there, will begin to move and flow into something else over here. The causes behind these rotations in money flow range from politics, Fed policy, technology, or sometimes pure hype and speculation.

Just a few months ago, the 5 largest companies in the stock market, when measured by market cap, were all in technology. It was Apple, Google, Microsoft, Amazon and Facebook. In the history of financial markets, that has never happened. Over the last several years, these tech stocks have been some of the best performing names in the market. In-fact, since January 1, 2009, the Nasdaq-100 has been outperforming the S&P 500 by more than 148%.

But could that all be changing? Why would investors begin to view big tech less favorably and rotate their money into something else? What would cause that now?

One answer: the election. Take a look at the post below, for example. It shows how all the biggest banks have been performing since this year’s election concluded vs. some of the biggest tech stocks. Something is brewing: