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Tech Pain, Fed Gain: Navigating the Market Rotation
The SPY Trader
4 minutes
3 weeks ago
Tech Pain, Fed Gain: Navigating the Market Rotation
Fresh news and strategies for traders. SPY Trader episode #1457.
US stocks face a massive capital rotation driven by a deep shakeout in highvaluation tech and a dovish Fed signaling more rate cuts. We analyze why weak labor data is bullish and provide trades to pivot into small caps, financials, defensive stocks, and longduration bonds to capitalize on falling rates.
