Mish Schneider believes the end of 2024 was a “reality check” for markets, though she calls tech “impervious”. She says that it takes ten trading days in January to get a gauge for 2025. She’s looking for things that can do well “regardless”, pointing to skincare & beauty and “Made in America.” She specifically likes Rivian (RIVN) and Stratasys (SSYS).
The Watch List
03 Jan 2025
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