The David Lin Report · Friday, October 30, 2026
Chris Vermeulen noted that because financial advisors and hedge funds cannot simply go fully to cash under their rules, heavy capital is rotating out of technology and into stability plays like dividend stocks, utilities, consumer staples, healthcare, and real estate.
“They're not just selling stocks. They're exiting the tech space, selling those and then moving to where they find where they think there's going to be less volatility.”
“We got dividend stocks are up today. Considering everything is crashing, dividend stocks are up, utilities, consumer stables, and healthcare.”