How to Avoid Getting Burned by the AI Hype
What Goes Up
The Market Rally and Expectations for the Coming Weeks
This chapter discusses the recent market rally and the expectation for the market in the coming weeks, highlighting the importance of the catch-up trade and the outperformance of small caps. It also analyzes Jerome Powell's speech at Jackson Hole and its impact on the market, comparing it to his speech last year and expressing optimism for September.
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