Anthony Saccaro calls energy a “wild card” right now. He talks about the state of the labor market and the “normalizing” of the ratio of jobs to workers – “it’s not weak,” he emphasizes, but it has softened from last year. He thinks that tech will “lead us down” if the market falls, but likes it from the standpoint of long-term growth and AI momentum.
The Watch List
16 Jun 2025
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