With the broad market starting to get just a bit more expensive, while the retail crowd digests a less-than-bullish report issued by Apollo, which suggests that the S&P 500 could be looking at 0% returns for the next decade, it certainly seems like it’s time to think differently about how to put new money to work, especially as the AI revolution looks to enter more of a monetization phase.
While I do think that the transformative technology could prove any sort of “lost decade” kinds of projections wrong, investors should always be mindful of the price of admission into the market as well as certain types of stocks.
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