WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Banking Insights and Consumer Spending Trends Post-COVID
This chapter explores the influence of AI advancements, particularly GPT-4, on the stock market, marking a notable end to the bear market. It also examines the resurgence of small banks amidst declining interest rates, alongside trends in consumer spending reflecting a return to pre-pandemic behaviors.
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