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Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

The Compound and Friends

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Market Reflections and Future Projections

This chapter explores critical lessons from the unpredictable market events of 2024, examining the surprising impact of 10-year yields on stock performance and the outperformance of large-cap U.S. stocks despite varying interest rates. The discussion includes a deep dive into the significant shifts in global equity dynamics, revealing the U.S. stock market's dominance and the implications for future investment strategies. Additionally, it highlights sector performance across the S&P 500, focusing on the financial sector's resurgence and the changing landscape of tech-driven market gains.

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