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Diversification Away from Tech in 2025

Ben Emons reviews yesterday’s market DeepSeek sell-off, saying competition wasn’t priced into the U.S. tech companies. “You really have to start thinking about diversification this year,” he adds. As to the Fed, he says “they know there are vulnerabilities”, both with the tech sector’s swoon and Trump’s tariffs.

Trading 360

28 Jan 2025

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