Staying Long in the Market

Yardeni suggests staying long in the market, having been bullish since late 2022.
He acknowledges extended valuation multiples but sees opportunities outside the mega-cap seven.
He mentions technology, financials, industrials, and communication services as potential areas for growth.
He advises caution in healthcare due to political factors and materials/energy given China's performance.
Yardeni expresses preference for assets with income and value, like stocks, bonds, commodities, and real estate.

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