RocketLab Rockets & Underpriced Growth Stocks Shine
September 29, 2024 Update
Macro Overview:
M2 data for August 2024 has been released, confirming a shift in monetary policy. The restrictive phase ended in April, and real M2 is now trending upward, which is a positive sign for the economy.
Globally, the most significant development was China’s aggressive fiscal and monetary stimulus. The Chinese stock market responded well, closin…
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