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Tech sell-off reveals opportunities in defensives, energy & metals: Strategist
Source: youtube.com
Analyst InsightsInvestor Sentiment & PositioningCorporate EarningsCompany FundamentalsCommodities & Raw Materials
K2 Asset Management's George Boubouras characterized last Friday's tech sell-off as not reflecting panic and said Apple's earnings will be important for gauging demand. He cited defensives, energy and metals as potential hedges, and said free cash flow will be a key focus through 2027.
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