Wednesday, January 17, 2024

Days of conventional wisdom fadin'away

 2024 will not be about :

a)  AAPL and TSLA: making innovations/launches and prepping the market

b) GenAI in its various forms and sprouting to do more

c) NewGen Drugs making a splash

It will be about:


Customer and Consumer directed money flows only !

Commodities, Real-Estate, Materials and more, will most likely be the narrative.
Including HealthCare, PharmaRx, anything intersecting closer to the Consumer

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