Fish in a barrel

In this week's rotation report I mentioned how near overbought the US stock market has become.  We've seen squishy action all week with plenty of bull traps via strong opens, pink sheets doubling etc.

If this is time for a correction/pause/whatever, what groups do we want to short or cut exposure to?  Looking at market breadth via bullish percent charts we see the Industrial and Energy groups haven't recovered during the month long rally.  These are the target sectors.

Trade 'em well!