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The world has changed. The same investment logic no longer applies.

$NVIDIA (NVDA.US)$ With the breakdown of globalization, the era of low inflation and low interest rates is gone. The yield of long-term US Treasury bonds will only go higher and higher. It is estimated that in 2026, the overvalued risk assets will finally face the day of judgment.
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Buy stocks as you would groceries: when they are on sales 😎
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