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

from The SPY Trader · host Manoj Sharma

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.

Episode metadata supplied by the publisher feed · Published Oct 8, 2025

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

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