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How Consumer Defensives Are Quietly Beating Tech in June 2026
Lucas and Luna dig into why consumer defensive stocks—think utilities, household goods, and healthcare—have quietly outperformed Big Tech over the past month. With the S&P 500 at 7,420 and the NASDAQ at 26,022, the rotation out of growth and into staples has accelerated after the Fed's latest rate decision. Lucas walks through specific names like Procter & Gamble and Johnson & Johnson, showing how their price-to-earnings ratios have compressed while their earnings have held steady. Luna challenges whether this is a short-term fear trade or a signal that the market is repricing risk for…
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