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2min chapter
Is the big tech trade over?
Goldman Sachs The Markets
Exploring Market Rotation and Political Uncertainty Impact
This chapter covers market rotation, emphasizing the impact of top stocks like mega-cap tech companies on the S&P 500 while noting the positive performance of mid-cap and small-cap stocks. It also analyzes the influence of political uncertainty on market trends, considering recent events and historical trends of how uncertainty affects investor decisions.
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