Sam Badawi
New Crew in the White House 2025 | HE 23
1/6/2025, 11:56:48 AM
Economic Summary
- Nasdaq up ~28% in 2024 despite poor expectations
- AI demand exceeded forecasts, driving market gains
- Trump administration may seek lower interest rates
- High interest costs from elevated rates burden US debt
- Shelter inflation trending lower, aiding CPI decline
- Early 2025 may be volatile due to tariff rhetoric
- Europe's innovation hindered by regressive policies
Bullish
- AI demand drove hyperscaler growth in 2024
- Amazon and Google well-positioned in AI expansion
- Google investing heavily in R&D for new technologies
- Potential DOJ resolution could boost Google valuation
- Dividend yields attractive if rates decline
- Emerging markets could benefit from weaker US dollar
Bearish
- Google faces ongoing DOJ antitrust pressures
- Microsoft underperformed expectations in AI monetization
- Early 2025 may bring Trump tariff volatility
- Emerging markets slowed due to strong US dollar
- Quantum computing hype lacks clear monetization
Bullish tickers
AMZNGOOGGRABNU
Bearish tickers
GOOGMSFT
People mentioned
Donald TrumpJerome PowellSundar PichaiVivek RamaswamyMark CubanScott BesantStanley DruckenmillerGeorge SorosKamala HarrisAlex Jones