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TIP651: Value Investing in a Growth-Obsessed Market w/ Scott Barbee
We Study Billionaires - The Investor’s Podcast Network
Anticipate Change in a Stagnant Market
The potential deployment of two and a half million new connections highlights significant strain on an aging electricity grid, especially as it resists traditional energy sources like coal, natural gas, and nuclear. This shift towards relying predominantly on wind energy is likely to create bottlenecks that could hinder the growth and production capabilities of companies in this sector. The situation parallels the market dynamics of 1999, suggesting a risk of substantial drop in market values reminiscent of the NASDAQ decline post-March 2000. Investors should heed the insight from Sir John Templeton about the necessity of adapting strategies in response to market conditions, despite a low likelihood of many recognizing and acting upon this need.
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