This is a rotational bull market as cyclicals look good, says Piper Sandler's Craig Johnson

Reminder today that you do make a difference everyday! A friend made me realize that although you can’t change the world in a big scale, you still are making a change. Whether it’s smiling at a stranger, helping a friend out, making a coffee for someone, sharing a meal, or even just talking to someone as you pass by them… you do make a change in this world even if it’s small. Changing the world doesn’t happen at a large scale, it happens in little moments like those. So I hope today you know you