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The State of Stocks 7/14/25

Halftime Report

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Investment Trends and Bitcoin Insights

This chapter explores current investment market trends influenced by macroeconomic changes, such as tax and tariff policies. It highlights the rising interest in macro managers, the record highs of Bitcoin, and the implications of cryptocurrency regulations. Additionally, the discussion touches on upcoming earnings reports, particularly focusing on Netflix and the contrasting performance of airline companies amidst shifting industry dynamics.

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