Vincent Montemaggiore: ‘The Two Best Defenses Against Tariffs Are a High-Gross Profit Margin and Pricing Power’
The Long View
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Market Dynamics: The Shift Towards European Growth and Investment Opportunities
This chapter delves into the evolving dynamics of the U.S. and European markets, spotlighting the effect of fiscal policy changes, particularly in Germany. It also examines the potential rise in interest rates in Europe and its consequences for various sectors, while drawing comparisons to influential U.S. tech companies.
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