『The Great Rotation: Buying the Tech Dip and Hiding in Utilities』のカバーアート

The Great Rotation: Buying the Tech Dip and Hiding in Utilities

The Great Rotation: Buying the Tech Dip and Hiding in Utilities

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 Fresh news and strategies for traders. SPY Trader episode #1389. Markets are consolidating after new highs, driven by a sharp rotation out of technology (XLK) and into defensives like Utilities, signaling rising caution. With the Fed signaling continued easing due to a softening labor market, and gold crossing $4,000, the strategy focuses on buying quality growth dips (AMD), overweighting income sectors (UTIL, PEP), and maintaining core hedges (BND, GLD) ahead of today's FOMC Minutes.
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