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Tech stocks: Don't buy them, but don't sell them either, strategist says

"Macro forces are shifting again." That's the warning from NewEdge Wealth Senior Portfolio Manager Ben Emons about trading in September. Emons highlights potential policy changes in Japan and stimulus in China as a couple of things that could make September a volatile month. So what does that mean for tech stocks? Emons is cautious given the stocks' valuations. In fact, Emons says "you do not want to increase your exposure" to tech stocks. Emons explains why in the video above.