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

EPISODE · Oct 8, 2025 · 4 MIN

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.

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

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