Monthly Market Recap: Hold My Beer; The World Just Flipped (Again)
Source: SeekingAlpha
2025-02-21 08:57:00 ET
Summary
- China's AI breakthrough, persistent inflation, gold’s outperformance, and rising energy demand underscore a shifting investment landscape.
- Inflation isn’t going anywhere. We’re in an extended period of above-target inflation - think years, not months.
- Bitcoin is range-bound at ~$100K. Fed policy and regulation limit upside, while government spending and institutional adoption provide a strong floor.
China's AI breakthrough, persistent inflation, gold’s outperformance, and rising energy demand underscore a shifting investment landscape....
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Monthly Market Recap: Hold My Beer; The World Just Flipped (Again)
Tortoise Global Water ESG Fund
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