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Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe

The Compound and Friends

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Market Dynamics and Fund Flows

The chapter delves into the past post discussing the shift in market behavior to accumulation-oriented and the impact of index fund flows on market valuations. It analyzes the Cape ratio, profit margins, and the influence of regular contributions to 401k accounts on equity markets, along with discussions on fund portfolios mirroring indexes.

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