
James van Geelen on Thematic Investing Right Now
Odd Lots
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Navigating Political and Economic Uncertainties
This chapter explores the current uncertainties in the U.S. presidential elections and its effects on market dynamics, particularly for investors. It highlights the recent downturn of tech giants like NVIDIA and discusses the Federal Reserve's cautious approach to interest rates amidst economic challenges. The chapter also examines the intersection of AI technology, consumer privacy, and thematic investing, providing insights into how these factors influence market trends.
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