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Squawk on the Street

SOTS 2nd Hour: Broadcom Surges, Bank Regulators in Crosshairs, Crypto Hesitancy 12/13/24

Dec 13, 2024
Broadcom's impressive earnings propelled their stock to a $1 trillion valuation. Discussions highlighted potential changes in bank regulation as advisors to President-elect Trump consider major shifts. Meanwhile, public hesitance towards cryptocurrencies was emphasized, despite Bitcoin's surge. The semiconductor landscape and inflation's role in shaping market trends were also explored, alongside strategies for year-end investments like rebalancing and tax loss harvesting. All this comes amid a backdrop of a robust bull market.
45:15

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Quick takeaways

  • Broadcom's impressive earnings beat propelled its stock to a $1 trillion valuation, highlighting the ongoing strength in the technology sector.
  • The debate around bank regulation intensified as reports emerged regarding potential efforts to reduce regulatory oversight under the president-elect's advisement.

Deep dives

Active Risk Management for Investment Success

Risk management is emphasized as a key strategy for achieving long-term investment goals, especially under varying market conditions. The focus is on identifying and addressing various investment risks including geopolitical concerns, inflation, and liquidity pressures. By employing a disciplined approach, investors can navigate the complexities of the market and capitalize on volatility to uncover promising opportunities. PGM's expertise spans multiple market cycles, underscoring their commitment to proactive risk management and investment outperformance.

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