Playbook for the Next Market Pullback (Buy These Stocks Now)

• The 'barbell strategy' involves balancing tech/growth investments with industrials, financials, and healthcare sectors.
• Industrials are seeing a renaissance due to data center build-out and infrastructure needs, while financials benefit from busy capital markets and M&A activity.
• Healthcare is attractive due to new drug developments, M&A, and a lighter regulatory touch for approvals.
• Hogan recommends buying dips in established tech names like Apple, Microsoft, and Nvidia, but advises caution with highly speculative hyper-scalers and Meta.
• Key market risks include prolonged geopolitical conflicts driving energy prices and sticky inflation, which could slow economic growth and impact earnings.

Art Hogan, Chief Market Strategist at B. Riley Wealth, outlines a 'barbell strategy' for investors to navigate market volatility, emphasizing diversification beyond tech. He highlights opportunities in industrials, financials, and healthcare, while also identifying specific tech stocks to buy on dips and others to approach with caution. Hogan discusses key market risks like inflation and geopolitical tensions, and provides an S&P 500 year-end target.