Finance media keeps saying take profits in FAANG names and buy healthcare, industrials, financials, and small caps.


Just saw even permabull Tom Lee say to do this if the Fed is dovish next week. To paraphrase his reasoning he said FAANG has already rallied YTD and if Fed turns dovish next week those sectors will be where the most gains are to be had due to being beaten down while tech rallied.

This has to be institutional FOMO right? Or is it the rare situation of CNBC/media giving good advice?


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