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The S&P 500 rose 9.3% ytd through July 2. Can it rise another 10.2% over the rest of this year to achieve our S&P 500 target of 8250? We still think so. Consider the following:
(1) FOMO vs FEMO. Is it time to underweight the S&P 500 Information Technology sector? It is if you believe the AI trade is a bubble about to burst. We think it has been losing some air already, so it’s less likely to burst. We are sticking with our recommendation to market-weight the sector.
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