The Morning Dose
Morning Dose #281: Cautious Bearish: Tech Selloff and Defensive Rotation – Thursday 6/4/2026
0:005:02
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Episode summary
The ten-day win streak ends as ‘sell-the-news’ corrections hit earnings beaters due to weak guidance. We analyze the shift to a ‘Cautious Bearish’ regime, the collapse in market breadth, and the flight to defensive sectors like Medical and Agriculture.