EPISODE · Nov 10, 2025 · 4 MIN
Defensive Playbook: Trading Uncertainty and Rotation
from The SPY Trader · host Manoj Sharma
Fresh news and strategies for traders. SPY Trader episode #1422. The market pulls back from recent highs amid macroeconomic uncertainty and valuation fears, prompting a major sector rotation. We outline strategic moves, shifting from highflying tech to defensive sectors like Financials and Energy, and recommend balanced portfolio diversification.
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Defensive Playbook: Trading Uncertainty and Rotation
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