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Dangerously Rosy Earnings Estimates Will Plunge Stocks When They Adjust | Lance Roberts

Thoughtful Money with Adam Taggart

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Geopolitics and Market Dynamics

This chapter explores the effects of geopolitical events, such as potential peace talks in Ukraine, on the stock market and major tech companies. It discusses the influence of tariffs on gold imports and the implications of declining consumer credit card usage on economic health. Additionally, the conversation touches on challenges in company valuations, particularly in AI, and the impact of social media on investment strategies.

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