The strategy of "never sell" is just marketing; meanwhile, ETF outflows are slowing, and whitepaper claims are utterly unreliable. The conflict in the Middle East has reignited, and the Fed’s rate hike is essentially inevitable, creating significant macroeconomic pressure. U.S. equities saw a modest rebound this month, but it has largely been erased so far. AI-related stocks now appear to be showing clear signs of losing momentum. Waiting for Trump’s next statement: “We have won in Iran.”
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