Equities Update — A defensive rotation into healthcare and real estate drives small-cap outperformance while tech lags, creating a clear divergence between growth and value.

Oct 21, 2026 15:54

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Healthcare is surging while technology bleeds.

Theme: A defensive rotation into healthcare and real estate drives small-cap outperformance while tech lags, creating a clear divergence between growth and value.

Focus: XLV (sector rotation), IWM (technical breakout), NVDA (flow analysis), AMKR (news-driven)

In this episode:

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