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Post-Fed Portfolio Moves 12/19/24

Halftime Report

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Dow's Struggles and Market Insights

This chapter examines the Dow's longest losing streak since the 1970s, discussing the implications of its price-weighted structure and debating the shifting investor focus. Speakers analyze notable declines in stocks like Netflix and Micron, expressing skepticism about buying opportunities due to market overvaluation. Additionally, the chapter highlights the performance of cybersecurity stocks, suggesting a promising outlook for investments in this sector amid fluctuating trends.

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