Playbook for the Next Market Pullback (Buy These Stocks Now)

B. Riley Wealth’s Art Hogan outlines a barbell positioning approach for the next wave of volatility, highlighting three sectors he expects to outperform and identifying specific tech names he would buy on dips. The piece is primarily strategic/cross-asset positioning rather than a catalyst with fresh fundamentals, so near-term impact should be limited. Overall message is cautiously constructive, focused on preparing for choppier markets.

Analysis

B. Riley Wealth’s Art Hogan outlines a barbell positioning approach for the next wave of volatility, highlighting three sectors he expects to outperform and identifying specific tech names he would buy on dips. The piece is primarily strategic/cross-asset positioning rather than a catalyst with fresh fundamentals, so near-term impact should be limited. Overall message is cautiously constructive, focused on preparing for choppier markets.