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Rethinking the AI Trade 9/5/25

Halftime Report

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Investment Shifts and Fed Independence

This chapter explores the strategic transition from one cybersecurity ETF to another, addressing concerns about heavy holdings in non-cybersecurity stocks. It also discusses Tesla's stock dynamics following Elon Musk's pay package announcement and examines the implications of Treasury Secretary's critique of the Federal Reserve's policies. The conversation underscores the importance of Fed independence and the potential economic repercussions of political interference ahead of midterm elections.

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