Lumida Wealth : Non-Consensus Invest Beyond the Ordinary WOYM: Iran vs. Israel; Father's Day; Datacenter
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Jun 17, 2025 Personal reflections on Father's Day kick off a discussion about optimism in technology and healthcare sectors. The geopolitical conflict between Iran and Israel is analyzed, revealing investment opportunities amid turmoil. Insights into JD Rockefeller's letters emphasize the value of personal growth over material success. The potential of stablecoins in transforming banking is explored, along with the impact of AI on market dynamics. Lastly, emerging strategies for navigating the stock market spotlight shifting trends and sector rotations.
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Rockefeller's Work Allegory
- John D. Rockefeller shared a fable to teach his son about the value of work beyond rewards.
- The man in the story preferred labor in hell over endless pleasures without purpose in heaven.
American Sports Drive Competitiveness
- American competitiveness is fueled by the culture of year-round sports and athletics.
- Sports teach leadership, discipline, and fair play, driving American economic dynamism.
Geopolitical Dynamics: Iran vs Israel
- Israeli strikes against Iran are effective due to intelligence from within the Iranian regime.
- The conflict is an escalation with Israel incentivized to maintain pressure while Iran is isolated.
