FROM BULL: To Sideways Markets to Nvidia

By Vitaliy Katsenelson CFA

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Today I am sharing with you an excerpt from a letter I wrote to IMA clients in the winter of 2023.

I discussed my condensed views on the stock market, economy, and our investment strategy. I think it is a good overview of where we are still today, almost a year and a half later. If you’ve read it before, skip to the end, where I share my updated thoughts on the Magnificent Seven and Nvidia.

READ MORE: From Bull to Sideways Markets to Nvidia

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