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Reinking: 'Tech is Key,' Mind Commodity Weakness & Market Rotation

8 min25 augusti 2026

"Tech is key to this market" and will be for some time, argues Michael Reinking, though keep the recent rotation in mind as investors offload some tech stocks. He adds that pressure coming from the Strait of Hormuz is squeezing price action in oil, contributing to weakness in the stock market.

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