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Correction Incoming: Watch for This Rotation Signal | Lance Roberts

Adam Taggart | Thoughtful Money® May 12, 2026

Summary

Lance Roberts warns of an impending market correction driven by extreme technical overextension and deeply overbought RSI levels on the S&P 500.

Investors should watch for a key rotation signal where money shifts from high-beta tech and semiconductors into defensive sectors and dividend stocks.

The smart investment approach right now is to trim profitable winners like Google and rotate capital into defensive positions like Eli Lilly.