Market going forward..,
According to Bloomberg, investors and traders are perplexed about what the last half of the year has in store. No doubt most of them missed out on the first half move and in their confusion have piled into the safety of AI type stocks.
The view of our model is that Russell type growth will be a general area to concentrate however small banks will be a headwind. Stocks that can hitch a ride with climate tech should be the star performers.
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Climate Tech sectors being:
- EV vehicle
- EV battery
- Tech support