How the $8.8 Trillion AI Spending Boom and Iran Conflict Impact Your Portfolio
The American Spending Boom, the Great Rotation, and What the Iran Conflict Means for Your Portfolio TL;DR The U.S. is in the middle of a massive business investment cycle. Announced private and foreign investments have reached roughly $8.8 trillion, driven by artificial intelligence infrastructure and domestic manufacturing. The stock market is broadening. The equal-weight S&P […]
