Three markets, three highs
Unhedged
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Rational Exuberance and Europe's Market Performance
Exploring the impact of rational exuberance in the market with Nvidia's influence and Europe's strong showing, including record highs in the stock 600 index. Delving into the outperformance of European stocks and key companies like SAP and ASML in the AI sector, while also touching on Japan's Nikkei 225 hitting a record high after 34 years.
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