The template is 2000.
After the Nasdaq cracked and fell 60% over the next year, utilities — tracked via the Utilities Select Sector SPDR Fund (NYSE:XLU) — rose 25%. Consumer staples — tracked by the Consumer Staples Select Sector SPDR Fund (NYSE:XLP) — gained 24%.
Today, staples, financials and healthcare are the worst performers as the Nasdaq doubled off its spring lows. Hartnett expects them to lead next, alongside oil-sensitive consumer stocks and small-cap growth. He also expects AI leadership to evolve.
Rather than the current winners — semiconductor manufacturers and infrastructure builders — future gains could come from companies that adopt and monetize AI technology.
His preferred expression of that shift is through small-cap technology and growth stocks, drawing parallels with the powerful outperformance of small-cap growth following the collapse of the Nifty Fifty era in the 1970s.
“Best performers next 12 months likely to be unlevered, opportunistic, ‘diamonds-in-the-rough,'” Hartnett
To ensure profitability, companies must implement real-time usage analytics and
entitlement management to monitor consumption, while demonstrating clear ROI to justify price premiums in a market where 61% of buyers are willing to pay more for compelling AI capabilities.
No, we are not going to do that. To many f ups for way to long. The wasting cuts two ways and alas democrats are thieving idiots.
They are given over.
“We are not to simply bandage the wounds of victims beneath the wheels of injustice, we are to drive a spoke into the wheel itself.”
Pursuing a career as an author and pastor, young Bonhoeffer traveled to New York to study at Union Theological Seminary, where he met his friend Frank Fisher, a young black man from Alabama. Fisher’s personal stories about racism propelled Bonhoeffer towards a deeper understanding of racial injustice in the American South. Bonhoeffer traveled through Mississippi and Alabama and witnessed first-hand segregation and dehumanization of black Americans — in public transportation and restaurants, in neighborhoods, in everyday speech. Back in New York, Bonhoeffer and Fisher found community in Harlem, where Bonhoeffer’s faith transformed from “phraseology to reality.” The vibrancy of African American culture, music, and dignity was a sharp contrast to the ugliness of racism. Bonhoeffer was forever impacted by these experiences, not simply out of compassion for victims of racism and hatred, but because he had encountered a community and friends worthy of protection, honor, and respect.
Bonhoeffer returned to Germany with a clearer understanding of social justice, in particular racial justice, and the rest of life was an application of these convictions. As the Nazis came into power, the implications of their discriminatory rhetoric were not lost on him. Over the months and many years following Hitler’s election, Bonhoeffer spoke out against Nazism. Along with his notable call-to-action, he wrote, published, and even attempted to speak on the radio. In opposition to Nazi ideology, he founded an underground seminary for the anti-Nazi Confessing Church.
The Gestapo eventually closed the seminary, arresting and imprisoning 27 of Bonhoeffer’s students. Although now forbidden to print or publish, and though aware of the danger to himself, Bonhoeffer felt compelled to remain in Germany during the war. He worked with the resistance as a spy, and in 1941, he joined in Jewish rescue action Operation 7.
Hilter hanged him days before surrender.
thread: Operation 7
Next time you reread Romans chapter 1 remember who and how the seal is on and in them.
https://www.youtube.com/watch?v=QZQtG0RkUgg