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The Record-Setting Rally 12/5/24

Halftime Report

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Navigating Market Dynamics Post-Election

This chapter examines the recent rally in financial markets post-election, focusing on the performance of big tech stocks like Apple and Amazon. It highlights the shift in investment strategies towards software over semiconductors, and the influence of regulatory changes on the tech industry. Additionally, the chapter analyzes the potential market impacts of the new administration's approach to antitrust and deregulation.

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