This chapter evaluates the recent downturn in mega-cap stocks against the backdrop of a generally resilient S&P 500. It features insights on upcoming policy changes influenced by the Jackson Hole economic symposium, along with the unpredictable nature of September labor statistics. The discussion also emphasizes constructing a recession-proof investment portfolio, advocating for diversification and risk management, especially within the healthcare sector.
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Bloomberg News Tech Features Writer Ellen Huet explains that many of Nvidia's employees have grown rich but still face a stress-filled work life. Bloomberg News Senior Aerospace Reporter Julie Johnsson talks about Boeing suffering a new setback after NASA snubs Starliner for SpaceX. Maria Korsnick, CEO of the Nuclear Energy Institute, discusses the momentum for funding nuclear energy development in the US. And we Drive to the Close with Dave Harden, Founder and CIO at Summit Global Investments.
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