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NVDA - Excess Liquidity; Pockets Of Opportunity In Energy + Industrials
NVIDIA Corporation
2024-03-09 13:00:00 ET
Summary
David Trainer says the Fed and liquidity are key drivers of the market, with excess liquidity potentially leading to smarter retail investing.
There is a shift towards investing in traditional businesses that create shareholder value, particularly in the energy and industrials sectors.
Fossil fuel demand is projected to increase over the next few years, highlighting the ongoing need for fossil fuels until green energy production can catch up.