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Navigating Market Turbulence
This chapter analyzes the recent declines in the S&P 500 and NASDAQ indices, attributing the uncertainty to upcoming tariffs and significant investments in U.S. chip manufacturing. The conversation urges caution for investors while highlighting potential buying opportunities and the importance of portfolio diversification, particularly with international stocks. It also discusses leadership changes in major companies and their impact on investment strategies, emphasizing the resilience of certain sectors amidst market volatility.