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Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe

The Compound and Friends

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Market Movements and Strategies

This chapter explores the implications of the S&P 500 hitting a two standard deviation return, analyzing the market's anticipation of Federal Reserve rate cuts and cautioning against expecting further significant movements. It discusses strategies such as cost-cutting by major companies and the potential impact of rate cuts on market dynamics, as well as the performance disparity between equal-weight and market cap-weighted S&P 500.

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