Market Resilience and AI's Productivity Role

This chapter explores the market's resilience amidst external challenges, particularly focusing on how AI can enhance productivity and manage costs during potential tariff increases. It examines the evolving market sentiment and investment strategies, including the balance between short-term earnings and long-term valuations, while addressing geopolitical impacts on growth. The discussion culminates in an assessment of U.S. and international markets, highlighting opportunities and the contrast between growth and value investing.