Bottom Already In? Hedge Fund Manager's Bold S&P 500 Target For 2025 | Thomas Hayes
The David Lin Report
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Shifting Investment Landscapes
This chapter explores the impact of U.S. exceptionalism and immigration on investment strategies, highlighting the cyclical nature of equity performance. It emphasizes a potential pivot towards international markets, particularly in light of U.S.-China relations, while discussing opportunities in emerging markets and undervalued companies.
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