The Great Sector Swap: Capital Shifts to Value
Fresh news and strategies for traders. SPY Trader episode #1425. The end of the federal shutdown and Fed rate cuts fuel a rotation rally, driving the Dow higher while the Nasdaq dips. We break down the massive shift from highflying tech into Financials and Health Care, and outline a strategy using SPY, XLF, and targeted growth (AMD) to capitalize on the divergence.
The skinny
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