Wall Street Breakfast BofA says investors should think BIG
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Sep 15, 2025 Bank of America highlights the B.I.G. investment theme for the 2020s, urging investors to take note. Tesla plans to ramp up production at its German plant due to rising sales. In a surprising twist, North Korean hackers are reportedly using ChatGPT to forge military IDs. Meanwhile, many Americans are embracing AI chatbots for financial advice, though not without some regrets. Plus, Chinese chip stocks are surging following an anti-dumping investigation into U.S. semiconductors.
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BofA's 'BIG' Is The Next Major Theme
- BofA's new theme is "BIG": bonds, international stocks, and gold as the next major trend of the 2020s.
- Michael Hartnett suggests using a long-BIG barbell to play the AI bubble with China tech as the I leg.
Why International Stocks Matter Now
- International stocks should benefit from a weaker dollar and the end of EU-Japan deflation pressures.
- Hartnett views China tech as an optimal way to barbell U.S. AI exposure within the BIG framework.
Tesla Ups German Output Despite Local Sales Drop
- Tesla's German plant plans to raise production despite falling German sales figures in July and year-to-date deliveries.
- Company officials cite stronger trends in the 30+ markets served by the plant as the reason to lift output targets.