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Semi Smackdown 7/17/24

Halftime Report

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Gold Surge and Market Dynamics

This chapter analyzes the recent rise in gold prices, reaching a record high, and its impact on gold mining stocks with mixed performances. The discussion extends to the complexities of trading gold and silver, the influence of real rates on assets, and the market's current state leading into earnings reports from major tech companies. Additionally, it explores Pfizer's stock performance and strategic shifts, showcasing emerging opportunities in the weight loss drug market.

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