Artificial intelligence is real and going to transform companies and the economy, we are still in the goldi locks period where the fed is no longer going to increase rates and will start cutting soon. Its after the first cut that you need to worry, at the moment all economic indicators are firing on all cylinders. My guess is we have a healthy correction from August into the US election which will be blamed on the election and then after the election we get a boom. Rates arent coming down anytime soon so stay on the right side of the trade which is only up!!!
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