Goldilocks 2.0 possible with a resilient economy and investor-friendly monetary / fiscal policy supporting top-line growth and valuations
Great to have you back John! Looking forward to more in 2024!
Thanks for the new article. Based on a repeat of 2023 mag7 (except tesla) particularly real AI driven companies, seem likely to keep going higher. Based on asymmetry China seems primed for 2024
Great to have you back John! Looking forward to more in 2024!
Thanks for the new article. Based on a repeat of 2023 mag7 (except tesla) particularly real AI driven companies, seem likely to keep going higher. Based on asymmetry China seems primed for 2024