Looking for Opportunities Abroad as Rotation Out of U.S. Continues

The market is trying to determine what should underpin it with the government shutdown pausing a lot of economic data, says Andrew Krei. He sees vulnerability due to the reliance on big tech and thinks investors should be looking to traditional areas that can benefit from AI. One sector he likes is financials. Andrew also looks to international markets, including Japan, arguing that we will see a continued rotation out of the U.S.

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