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Sam Stovall on the Year-End Rally, Millennium Wins by Not Losing, CVS Gets an Activist

The Compound and Friends

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Navigating Market Dynamics and Investment Strategies

The chapter explores the challenges faced by active managers in outperforming index funds and highlights the potential role of artificial intelligence in shaping investment strategies. It delves into the effects of market behavior on volatility and the implications of significant stock transitions in major indices like the S&P 500. Additionally, the discussion encompasses the evolving landscape of ETFs, their inclusion in retirement plans, and the complexities surrounding major tech companies in market indices.

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